SW
SECT icon

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
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 $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return