Carson Wealth (CWM LLC)
FISR icon

Carson Wealth (CWM LLC)’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Carson Wealth (CWM LLC)’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 		$40.9K Buy
+1,590
New +$41.2K ﹤0.01% 3950
2023
Q2 		– Sell
-271
Closed -$7K – 4256
2023
Q1 		$7K Hold
271
– – ﹤0.01% 3136
2022
Q4 		$7K Buy
+271
New +$6.94K ﹤0.01% 2997

Other funds holding FISR

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Envestnet Portfolio Solutions
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Envestnet Asset Management
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
Cerity Partners
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FISR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in State Street Fixed Income Sector Rotation ETF (FISR) in Q1 2026: 1,590 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #3950 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FISR as recently as Q1 2023.

Carson Wealth (CWM LLC) first reported a position in FISR in Q4 2022 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold FISR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,590 shares of State Street Fixed Income Sector Rotation ETF worth $40.9K as of Q1 2026.
  • State Street Fixed Income Sector Rotation ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3950 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2022 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.