SECT β€” NORTHERN LTS FD TR IV

Ownership history in POTOMAC FUND MANAGEMENT INC /ADV  Β·  5 quarters on record

AI Ownership Summary

POTOMAC FUND MANAGEMENT INC /ADV reported NORTHERN LTS FD TR IV (SECT) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 36.28% in 2025 Q1. The latest visible filing shows SECT at 1.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SECT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was POTOMAC FUND MANAGEMENT INC /ADV's position in NORTHERN LTS FD TR IV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SECT was reported at 1.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
36.28% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How POTOMAC FUND MANAGEMENT INC /ADV held SECT β€” position size vs. price
% of Fund (quarterly)    SECT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 824,013 +26,914 +3.4% 1.96% $53.2M 2026-02-14 (Est.) $63.62
2025 Q3 REDUCED 797,099 -7,536 -0.9% 2.13% $50.2M 2025-11-12 $63.88
2025 Q2 ADDED 804,635 +50,540 +6.7% 35.79% $47.0M 2025-08-14 $59.86
2025 Q1 ADDED 754,095 +24,387 +3.3% 36.28% $35.3M 2025-05-14 $54.36
2024 Q4 INITIATED 729,708 β€” β€” 35.96% $40.1M 2025-02-12 $56.33

🏒 Other funds also holding SECT

As of 2026 Q1 β€” sorted by position size

Rosenberg Matthew Hamilton 3Y 0.01% SIGNATUREFD, LLC 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0%

FAQ About POTOMAC FUND MANAGEMENT INC /ADV and SECT

These are the practical questions this page is built to answer before you even open the full history table.

How long has POTOMAC FUND MANAGEMENT INC /ADV reported owning SECT?

POTOMAC FUND MANAGEMENT INC /ADV reported SECT across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SECT position in POTOMAC FUND MANAGEMENT INC /ADV's portfolio?

The largest reported portfolio weight for SECT was 36.28% in 2025 Q1.

What is the latest reported SECT position on this page?

The most recent filing on this page is 2025 Q4, when POTOMAC FUND MANAGEMENT INC /ADV reported 824,013 shares, equal to 1.96% of portfolio, with an estimated market value of $53.2M.

What does the chart on this SECT ownership page compare?

The chart compares POTOMAC FUND MANAGEMENT INC /ADV's quarterly SECT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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