SIM
SECT icon

Synergy Investment Management’s Main Sector Rotation ETF SECT Stock Holding History

Synergy Investment Management’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 		$2.79M Sell
38,780
-524
-1% -$35.7K 0.68% 37
2026
Q1 		$2.37M Buy
+39,304
New +$2.5M 0.78% 34
2025
Q4 		– Sell
-42,072
Closed -$2.65M – 136
2025
Q3 		$2.65M Sell
42,072
-2,066
-5% -$124K 1.01% 30
2025
Q2 		$2.56M Buy
44,138
+538
+1% +$28.4K 1.55% 18
2025
Q1 		$2.4M Hold
43,600
– – 1% 25
2024
Q4 		$2.4M Buy
+43,600
New +$2.42M 1.03% 26

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

Synergy Investment Management's SECT Position: Q2 2026 in Review

Synergy Investment Management reduced its Main Sector Rotation ETF (SECT) stake by 1.3% in Q2 2026, selling an estimated $35.7K and leaving 38,780 shares worth $2.79M. The position accounts for 0.68% of the portfolio, ranked #37.

Synergy Investment Management first reported a position in SECT in Q4 2024 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Synergy Investment Management held 38,780 shares of Main Sector Rotation ETF worth $2.79M as of Q2 2026.
  • Synergy Investment Management sold 524 Main Sector Rotation ETF shares in Q2 2026, an estimated $35.7K.
  • Main Sector Rotation ETF made up 0.68% of Synergy Investment Management's portfolio in Q2 2026, its #37 holding.
  • Synergy Investment Management first reported a position in Main Sector Rotation ETF in Q4 2024 and has held it in 6 quarters since.
  • 127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.