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Whittier Trust’s Main Sector Rotation ETF SECT Stock Holding History

Whittier Trust’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 		$216K Hold
3,524
– – ﹤0.01% 577
2025
Q4 		$232K Buy
+3,524
New +$225K ﹤0.01% 566

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

Whittier Trust's SECT Position: Q1 2026 in Review

Whittier Trust held its Main Sector Rotation ETF (SECT) position steady in Q1 2026 at 3,524 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Whittier Trust first reported a position in SECT in Q4 2025 and has held it in 2 quarters since. The position peaked at $232K in Q4 2025. 112 funds tracked by Wall St. Rank hold SECT as of Q1 2026.

  • Whittier Trust held 3,524 shares of Main Sector Rotation ETF worth $216K as of Q1 2026.
  • Whittier Trust left its Main Sector Rotation ETF share count unchanged in Q1 2026.
  • Main Sector Rotation ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #577 holding.
  • Whittier Trust first reported a position in Main Sector Rotation ETF in Q4 2025 and has held it in 2 quarters since.
  • Whittier Trust's Main Sector Rotation ETF position peaked at $232K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.