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 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

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

Atria Investments's FISR Position: Q2 2026 in Review

Atria Investments sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2026, closing a stake of 8,342 shares — an estimated $215K sold.

Atria Investments first reported a position in FISR in Q2 2024 and held it in 6 quarters. The position peaked at $580K in Q3 2024. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Atria Investments reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 8,342 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $215K.
Atria Investments first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2024 and held it in 6 quarters.
Atria Investments's State Street Fixed Income Sector Rotation ETF position peaked at $580K in Q3 2024.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.