WW
SECT icon

Waterfront Wealth’s Main Sector Rotation ETF SECT Stock Holding History

Waterfront 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
Q2 		$237K Buy
+3,300
New +$225K 0.04% 279
2026
Q1 		– Sell
-3,300
Closed -$215K – 293
2025
Q4 		$215K Hold
3,300
– – 0.04% 261
2025
Q3 		$208K Buy
+3,300
New +$198K 0.04% 259

Other funds holding SECT

GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AAMG
AMG Asset Management Group Cartersville, Georgia $160M AUM
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

Waterfront Wealth's SECT Position: Q2 2026 in Review

Waterfront Wealth opened a new position in Main Sector Rotation ETF (SECT) in Q2 2026: 3,300 shares worth $237K. The stake represents 0.04% of the portfolio and ranks #279 among its holdings. This is a return to the name: Waterfront Wealth previously reported a position in SECT as recently as Q4 2025.

Waterfront Wealth first reported a position in SECT in Q3 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Waterfront Wealth held 3,300 shares of Main Sector Rotation ETF worth $237K as of Q2 2026.
  • Main Sector Rotation ETF was a new Waterfront Wealth position in Q2 2026.
  • Main Sector Rotation ETF made up 0.04% of Waterfront Wealth's portfolio in Q2 2026, its #279 holding.
  • Waterfront Wealth first reported a position in Main Sector Rotation ETF in Q3 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.