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WealthPLAN Partners’s Main Sector Rotation ETF SECT Stock Holding History

WealthPLAN 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
2025
Q3 		– Sell
-320,140
Closed -$18.6M – 263
2025
Q2 		$18.6M Buy
320,140
+7,109
+2% +$376K 2.99% 3
2025
Q1 		$16M Buy
313,031
+7,903
+3% +$434K 2.25% 6
2024
Q4 		$16.8M Buy
305,128
+19,424
+7% +$1.08M 2.38% 6
2024
Q3 		$15.4M Buy
285,704
+1,395
+0.5% +$72.4K 2.06% 9
2024
Q2 		$14.5M Buy
284,309
+4,178
+1% +$208K 1.56% 16
2024
Q1 		$14.1M Sell
280,131
-219
-0.1% -$10.5K 1.46% 14
2023
Q4 		$13.1M Buy
280,350
+5,853
+2% +$255K 1.34% 13
2023
Q3 		$11.6M Sell
274,497
-117
-0% -$5.08K 1.34% 13
2023
Q2 		$11.8M Buy
274,614
+6,821
+3% +$281K 1.67% 10
2023
Q1 		$10.9M Buy
267,793
+671
+0.3% +$27.2K 1.24% 15
2022
Q4 		$11.2M Buy
+267,122
New +$10.4M 0.79% 48
2022
Q1 		$10.3M Buy
264,561
+732
+0.3% +$31K 0.72% 52
2021
Q4 		$11.2M Sell
263,829
-494
-0.2% -$21.5K 0.73% 49
2021
Q3 		$11.8M Sell
264,323
-1,295
-0.5% -$53.8K 0.78% 47
2021
Q2 		$11.2M Buy
265,618
+41,726
+19% +$1.67M 0.79% 48
2021
Q1 		$8.91M Buy
223,892
+47,339
+27% +$1.76M 0.69% 55
2020
Q4 		$6.56M Buy
176,553
+18,407
+12% +$606K 0.56% 60
2020
Q3 		$5.13M Buy
158,146
+44,446
+39% +$1.35M 0.5% 61
2020
Q2 		$3.52M Buy
113,700
+37,150
+49% +$991K 0.36% 68
2020
Q1 		$2M Buy
76,550
+49,374
+182% +$1.41M 0.26% 81
2019
Q4 		$856K Sell
27,176
-693
-2% -$20.8K 0.1% 119
2019
Q3 		$840K Sell
27,869
-283
-1% -$8.18K 0.11% 118
2019
Q2 		$809K Sell
28,152
-1,213
-4% -$34.3K 0.12% 120
2019
Q1 		$820K Buy
29,365
+4,680
+19% +$125K 0.13% 122
2018
Q4 		$673K Buy
24,685
+9,351
+61% +$248K 0.11% 126
2018
Q3 		$401K Buy
+15,334
New +$442K 0.07% 164

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

WealthPLAN Partners's SECT Position: Q3 2025 in Review

WealthPLAN Partners sold out of Main Sector Rotation ETF (SECT) in Q3 2025, closing a stake of 320,140 shares — an estimated $18.6M sold.

WealthPLAN Partners first reported a position in SECT in Q3 2018 and held it in 26 quarters. The position peaked at $18.6M in Q2 2025. 110 funds tracked by Wall St. Rank hold SECT as of Q3 2025.

  • WealthPLAN Partners reported no remaining Main Sector Rotation ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 320,140 Main Sector Rotation ETF shares in Q3 2025, an estimated $18.6M.
  • WealthPLAN Partners first reported a position in Main Sector Rotation ETF in Q3 2018 and held it in 26 quarters.
  • WealthPLAN Partners's Main Sector Rotation ETF position peaked at $18.6M in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2025.

Based on WealthPLAN Partners's 13F filing for Q3 2025, filed 27 Oct 2025.