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Toth Financial Advisory’s Main Sector Rotation ETF SECT Stock Holding History

Toth Financial Advisory’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
2025
Q1 		– Sell
-97
Closed -$5.33K – 756
2024
Q4 		$5.33K Hold
97
– – ﹤0.01% 508
2024
Q3 		$5.22K Buy
+97
New +$5.03K ﹤0.01% 515

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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 22.9% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Toth Financial Advisory's SECT Position: Q1 2025 in Review

Toth Financial Advisory sold out of Main Sector Rotation ETF (SECT) in Q1 2025, closing a stake of 97 shares — an estimated $5.33K sold.

Toth Financial Advisory first reported a position in SECT in Q3 2024 and held it in 2 quarters. The position peaked at $5.33K in Q4 2024. 96 funds tracked by Wall St. Rank hold SECT as of Q1 2025.

  • Toth Financial Advisory reported no remaining Main Sector Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 97 Main Sector Rotation ETF shares in Q1 2025, an estimated $5.33K.
  • Toth Financial Advisory first reported a position in Main Sector Rotation ETF in Q3 2024 and held it in 2 quarters.
  • Toth Financial Advisory's Main Sector Rotation ETF position peaked at $5.33K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.