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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
Q2 		$3.51M Buy
48,684
+2,475
+5% +$169K 0.02% 551
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 $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 22.9% 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

Waverly Advisors's SECT Position: Q2 2026 in Review

Waverly Advisors increased its Main Sector Rotation ETF (SECT) stake by 5.4% in Q2 2026, buying an estimated $169K and bringing the position to 48,684 shares worth $3.51M. The position accounts for 0.02% of the portfolio, ranked #551.

Waverly Advisors first reported a position in SECT in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Waverly Advisors held 48,684 shares of Main Sector Rotation ETF worth $3.51M as of Q2 2026.
  • Waverly Advisors bought 2,475 Main Sector Rotation ETF shares in Q2 2026, an estimated $169K.
  • Main Sector Rotation ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #551 holding.
  • Waverly Advisors first reported a position in Main Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.