Cetera Investment Advisers’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Cetera Investment Advisers’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 Q3	–	Sell	-67,171	Closed	-$1.71M	–	3804
2024 Q2	$1.71M	Sell	67,171 -20,938	-24%	-$529K	﹤0.01%	1694
2024 Q1	$2.26M	Buy	88,109 +52,775	+149%	+$1.35M	0.01%	1455
2023 Q4	$919K	Sell	35,334 -1,802	-5%	-$45K	0.01%	1147
2023 Q3	$918K	Sell	37,136 -1,347	-4%	-$34.2K	0.01%	1083
2023 Q2	$995K	Buy	38,483 +547	+1%	+$14.3K	0.01%	1065
2023 Q1	$1M	Buy	37,936 +8,732	+30%	+$228K	0.01%	1037
2022 Q4	$748K	Buy	+29,204	New	+$748K	0.01%	1140

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

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return

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

PAS

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

Cetera Investment Advisers's FISR Position: Q3 2024 in Review

Cetera Investment Advisers sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q3 2024, closing a stake of 67,171 shares — an estimated $1.71M sold.

Cetera Investment Advisers first reported a position in FISR in Q4 2022 and held it in 7 quarters. The position peaked at $2.26M in Q1 2024. 68 funds tracked by Wall St. Rank hold FISR as of Q3 2024.

Cetera Investment Advisers reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q3 2024 after selling out during the quarter.
Cetera Investment Advisers sold 67,171 State Street Fixed Income Sector Rotation ETF shares in Q3 2024, an estimated $1.71M.
Cetera Investment Advisers first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2022 and held it in 7 quarters.
Cetera Investment Advisers's State Street Fixed Income Sector Rotation ETF position peaked at $2.26M in Q1 2024.
68 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.