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Aptus Capital Advisors’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Aptus Capital 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
2025
Q4 		– Sell
-1,706
Closed -$44.5K – 1689
2025
Q3 		$44.5K Hold
1,706
– – ﹤0.01% 1247
2025
Q2 		$44.1K Buy
+1,706
New +$43.5K ﹤0.01% 1199

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Aptus Capital Advisors's FISR Position: Q4 2025 in Review

Aptus Capital Advisors sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q4 2025, closing a stake of 1,706 shares — an estimated $44.5K sold.

Aptus Capital Advisors first reported a position in FISR in Q2 2025 and held it in 2 quarters. The position peaked at $44.5K in Q3 2025. 78 funds tracked by Wall St. Rank hold FISR as of Q4 2025.

  • Aptus Capital Advisors reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 1,706 State Street Fixed Income Sector Rotation ETF shares in Q4 2025, an estimated $44.5K.
  • Aptus Capital Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2025 and held it in 2 quarters.
  • Aptus Capital Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $44.5K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.