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 Q3	$248K	Buy	+10,142	New	+$255K	﹤0.01%	1985
2026 Q2	–	Sell	-8,342	Closed	-$215K	–	2168
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

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments's FISR Position: Q3 2026 in Review

Atria Investments opened a new position in State Street Fixed Income Sector Rotation ETF (FISR) in Q3 2026: 10,142 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1985 among its holdings. This is a return to the name: Atria Investments previously reported a position in FISR as recently as Q1 2026.

Atria Investments first reported a position in FISR in Q2 2024 and has held it in 7 quarters since. The position peaked at $580K in Q3 2024. 8 funds tracked by Wall St. Rank hold FISR as of Q3 2026.

Atria Investments held 10,142 shares of State Street Fixed Income Sector Rotation ETF worth $248K as of Q3 2026.
State Street Fixed Income Sector Rotation ETF was a new Atria Investments position in Q3 2026.
State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1985 holding.
Atria Investments first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2024 and has held it in 7 quarters since.
Atria Investments's State Street Fixed Income Sector Rotation ETF position peaked at $580K in Q3 2024.
8 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.