CAWM
FISR icon

Capital A Wealth Management’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-119
Closed -$3.08K – 588
2025
Q1 		$3.08K Sell
119
-364
-75% -$9.31K ﹤0.01% 441
2024
Q4 		$12.2K Buy
+483
New +$12.5K 0.02% 290

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return

Capital A Wealth Management's FISR Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2025, closing a stake of 119 shares — an estimated $3.08K sold.

Capital A Wealth Management first reported a position in FISR in Q4 2024 and held it in 2 quarters. The position peaked at $12.2K in Q4 2024. 76 funds tracked by Wall St. Rank hold FISR as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 119 State Street Fixed Income Sector Rotation ETF shares in Q2 2025, an estimated $3.08K.
  • Capital A Wealth Management first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's State Street Fixed Income Sector Rotation ETF position peaked at $12.2K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.