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Atria Investments’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Atria Investments’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
Q1 		$215K Buy
+8,342
New +$216K ﹤0.01% 1950
2025
Q3 		– Sell
-11,096
Closed -$287K – 2055
2025
Q2 		$287K Buy
11,096
+406
+4% +$10.4K ﹤0.01% 1735
2025
Q1 		$277K Buy
10,690
+2,331
+28% +$59.6K ﹤0.01% 1654
2024
Q4 		$212K Sell
8,359
-13,465
-62% -$348K ﹤0.01% 1755
2024
Q3 		$580K Buy
21,824
+2,954
+16% +$77.3K 0.01% 1249
2024
Q2 		$480K Buy
+18,870
New +$477K 0.01% 1324

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $27.7B AUM 22.98% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return