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Triad Wealth Partners’s Main Sector Rotation ETF SECT Stock Holding History

Triad Wealth Partners’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 		$614K Sell
10,174
-754
-7% -$48K 0.05% 241
2025
Q4 		$705K Buy
10,928
+276
+3% +$17.6K 0.07% 196
2025
Q3 		$671K Sell
10,652
-15,808
-60% -$949K 0.09% 162
2025
Q2 		$1.54M Buy
+26,460
New +$1.4M 0.31% 60

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 $543M AUM 30.87% 1-Year Est. Return

Triad Wealth Partners's SECT Position: Q1 2026 in Review

Triad Wealth Partners reduced its Main Sector Rotation ETF (SECT) stake by 6.9% in Q1 2026, selling an estimated $48K and leaving 10,174 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #241.

Triad Wealth Partners first reported a position in SECT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.54M in Q2 2025. 112 funds tracked by Wall St. Rank hold SECT as of Q1 2026.

  • Triad Wealth Partners held 10,174 shares of Main Sector Rotation ETF worth $614K as of Q1 2026.
  • Triad Wealth Partners sold 754 Main Sector Rotation ETF shares in Q1 2026, an estimated $48K.
  • Main Sector Rotation ETF made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #241 holding.
  • Triad Wealth Partners first reported a position in Main Sector Rotation ETF in Q2 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's Main Sector Rotation ETF position peaked at $1.54M in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.