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Simplicity Wealth’s Main Sector Rotation ETF SECT Stock Holding History

Simplicity Wealth’s Portfolio SECT Stock Details SECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
22,084
+105
+0.5% +$7.16K 0.05% 323
2026
Q1 		$1.33M Sell
21,979
-1,383
-6% -$88K 0.08% 243
2025
Q4 		$1.51M Sell
23,362
-967
-4% -$61.6K 0.09% 216
2025
Q3 		$1.53M Buy
24,329
+16,731
+220% +$1M 0.09% 220
2025
Q2 		$441K Hold
7,598
– – 0.02% 484
2025
Q1 		$388K Sell
7,598
-4
-0.1% -$219 0.03% 383
2024
Q4 		$418K Sell
7,602
-117
-2% -$6.49K 0.09% 188
2024
Q3 		$415K Hold
7,719
– – 0.04% 332
2024
Q2 		$394K Hold
7,719
– – 0.01% 846
2024
Q1 		$389K Buy
+7,719
New +$372K 0.01% 828

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Simplicity Wealth's SECT Position: Q2 2026 in Review

Simplicity Wealth increased its Main Sector Rotation ETF (SECT) stake by 0.48% in Q2 2026, buying an estimated $7.16K and bringing the position to 22,084 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #323.

Simplicity Wealth first reported a position in SECT in Q1 2024 and has held it in 10 quarters since. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Simplicity Wealth held 22,084 shares of Main Sector Rotation ETF worth $1.59M as of Q2 2026.
  • Simplicity Wealth bought 105 Main Sector Rotation ETF shares in Q2 2026, an estimated $7.16K.
  • Main Sector Rotation ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #323 holding.
  • Simplicity Wealth first reported a position in Main Sector Rotation ETF in Q1 2024 and has held it in 10 quarters since.
  • 127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.