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American Portfolios Advisors’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

American Portfolios Advisors’s Portfolio FISR Stock Details FISR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-200
Closed -$5.43K – 3554
2022
Q2 		$5.43K Sell
200
-1,072
-84% -$29.4K ﹤0.01% 2797
2022
Q1 		$36.7K Buy
+1,272
New +$37.8K ﹤0.01% 2039

Other funds holding FISR

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 22.96% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American Portfolios Advisors's FISR Position: Q3 2022 in Review

American Portfolios Advisors sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q3 2022, closing a stake of 200 shares — an estimated $5.43K sold.

American Portfolios Advisors first reported a position in FISR in Q1 2022 and held it in 2 quarters. The position peaked at $36.7K in Q1 2022. 38 funds tracked by Wall St. Rank hold FISR as of Q3 2022.

  • American Portfolios Advisors reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q3 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 200 State Street Fixed Income Sector Rotation ETF shares in Q3 2022, an estimated $5.43K.
  • American Portfolios Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2022 and held it in 2 quarters.
  • American Portfolios Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $36.7K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.