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Waverly Advisors’s Main Sector Rotation ETF SECT Stock Holding History

Waverly Advisors’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 		$2.79M Buy
46,209
+332
+0.7% +$21.1K 0.02% 569
2025
Q4 		$2.96M Buy
+45,877
New +$2.92M 0.02% 498

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 $457M AUM 23.18% 1-Year Est. Return

Waverly Advisors's SECT Position: Q1 2026 in Review

Waverly Advisors increased its Main Sector Rotation ETF (SECT) stake by 0.72% in Q1 2026, buying an estimated $21.1K and bringing the position to 46,209 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #569.

Waverly Advisors first reported a position in SECT in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.96M in Q4 2025. 112 funds tracked by Wall St. Rank hold SECT as of Q1 2026.

  • Waverly Advisors held 46,209 shares of Main Sector Rotation ETF worth $2.79M as of Q1 2026.
  • Waverly Advisors bought 332 Main Sector Rotation ETF shares in Q1 2026, an estimated $21.1K.
  • Main Sector Rotation ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #569 holding.
  • Waverly Advisors first reported a position in Main Sector Rotation ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Main Sector Rotation ETF position peaked at $2.96M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.