Cetera Advisor Networks’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$390K	Sell	15,225 -1,320	-8%	-$33.8K	﹤0.01%	2096
2023 Q4	$430K	Buy	16,545 +5,538	+50%	+$138K	﹤0.01%	2001
2023 Q3	$272K	Sell	11,007 -1,190	-10%	-$30.2K	﹤0.01%	2206
2023 Q2	$315K	Sell	12,197 -760	-6%	-$19.9K	﹤0.01%	2046
2023 Q1	$342K	Buy	12,957 +500	+4%	+$13.1K	﹤0.01%	1966
2022 Q4	$319K	Buy	+12,457	New	+$319K	﹤0.01%	1955

Other funds holding FISR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

HWP

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Cetera Advisor Networks's FISR Position: Q1 2024 in Review

Cetera Advisor Networks reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 8% in Q1 2024, selling an estimated $33.8K and leaving 15,225 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Cetera Advisor Networks first reported a position in FISR in Q4 2022 and has held it in 6 quarters since. The position peaked at $430K in Q4 2023. 54 funds tracked by Wall St. Rank hold FISR as of Q1 2024.

Cetera Advisor Networks held 15,225 shares of State Street Fixed Income Sector Rotation ETF worth $390K as of Q1 2024.
Cetera Advisor Networks sold 1,320 State Street Fixed Income Sector Rotation ETF shares in Q1 2024, an estimated $33.8K.
State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2096 holding.
Cetera Advisor Networks first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2022 and has held it in 6 quarters since.
Cetera Advisor Networks's State Street Fixed Income Sector Rotation ETF position peaked at $430K in Q4 2023.
54 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.