SF
SECT icon

Summit Financial’s Main Sector Rotation ETF SECT Stock Holding History

Summit Financial’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 		$447K Buy
6,203
+2,705
+77% +$184K ﹤0.01% 1142
2026
Q1 		$211K Buy
3,498
+13
+0.4% +$827 ﹤0.01% 1326
2025
Q4 		$225K Buy
3,485
+6
+0.2% +$382 ﹤0.01% 1196
2025
Q3 		$219K Buy
+3,479
New +$209K ﹤0.01% 1174

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

Summit Financial's SECT Position: Q2 2026 in Review

Summit Financial increased its Main Sector Rotation ETF (SECT) stake by 77% in Q2 2026, buying an estimated $184K and bringing the position to 6,203 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Summit Financial first reported a position in SECT in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Summit Financial held 6,203 shares of Main Sector Rotation ETF worth $447K as of Q2 2026.
  • Summit Financial bought 2,705 Main Sector Rotation ETF shares in Q2 2026, an estimated $184K.
  • Main Sector Rotation ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1142 holding.
  • Summit Financial first reported a position in Main Sector Rotation ETF in Q3 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.