Arete Wealth Advisors’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Arete Wealth 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
2026 Q2	$314K	Buy	+12,253	New	+$314K	0.02%	319

Other funds holding FISR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Arete Wealth Advisors's FISR Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2026: 12,253 shares worth $314K. The stake represents 0.02% of the portfolio and ranks #319 among its holdings.

71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Arete Wealth Advisors held 12,253 shares of State Street Fixed Income Sector Rotation ETF worth $314K as of Q2 2026.
State Street Fixed Income Sector Rotation ETF was a new Arete Wealth Advisors position in Q2 2026.
State Street Fixed Income Sector Rotation ETF made up 0.02% of Arete Wealth Advisors's portfolio in Q2 2026, its #319 holding.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.