Aveo Capital Partners’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Aveo Capital Partners’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 Q1	–	Sell	-29,278	Closed	-$743K	–	227
2024 Q4	$743K	Sell	29,278 -4,654	-14%	-$120K	0.08%	157
2024 Q3	$902K	Buy	33,932 +12,914	+61%	+$338K	0.1%	146
2024 Q2	$534K	Sell	21,018 -2,097	-9%	-$53K	0.06%	182
2024 Q1	$582K	Buy	23,115 +8,310	+56%	+$213K	0.06%	198
2023 Q4	$385K	Buy	14,805 +1,256	+9%	+$31.4K	0.05%	233
2023 Q3	$335K	Sell	13,549 -1,680	-11%	-$42.6K	0.04%	252
2023 Q2	$394K	Buy	15,229 +214	+1%	+$5.59K	0.05%	235
2023 Q1	$396K	Buy	15,015 +1,727	+13%	+$45.1K	0.05%	221
2022 Q4	$340K	Buy	+13,288	New	+$340K	0.05%	246

Other funds holding FISR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

RCM

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

PAS

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

HWP

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

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Aveo Capital Partners's FISR Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q1 2025, closing a stake of 29,278 shares — an estimated $743K sold.

Aveo Capital Partners first reported a position in FISR in Q4 2022 and held it in 9 quarters. The position peaked at $902K in Q3 2024. 72 funds tracked by Wall St. Rank hold FISR as of Q1 2025.

Aveo Capital Partners reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 29,278 State Street Fixed Income Sector Rotation ETF shares in Q1 2025, an estimated $743K.
Aveo Capital Partners first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2022 and held it in 9 quarters.
Aveo Capital Partners's State Street Fixed Income Sector Rotation ETF position peaked at $902K in Q3 2024.
72 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.