Creative Financial Designs’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Creative Financial Designs’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 Q2	$756K	Buy	29,470 +8,155	+38%	+$209K	0.04%	320
2026 Q1	$548K	Buy	21,315 +2,290	+12%	+$59.4K	0.03%	320
2025 Q4	$493K	Buy	19,025 +796	+4%	+$20.8K	0.03%	329
2025 Q3	$475K	Buy	18,229 +8,586	+89%	+$222K	0.03%	334
2025 Q2	$249K	Buy	9,643 +3,074	+47%	+$78.4K	0.02%	441
2025 Q1	$170K	Buy	+6,569	New	+$168K	0.01%	488

Other funds holding FISR

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

APC

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

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

HWP

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

PAS

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

Creative Financial Designs's FISR Position: Q2 2026 in Review

Creative Financial Designs increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 38% in Q2 2026, buying an estimated $209K and bringing the position to 29,470 shares worth $756K. The position accounts for 0.04% of the portfolio, ranked #320.

Creative Financial Designs first reported a position in FISR in Q1 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Creative Financial Designs held 29,470 shares of State Street Fixed Income Sector Rotation ETF worth $756K as of Q2 2026.
Creative Financial Designs bought 8,155 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $209K.
State Street Fixed Income Sector Rotation ETF made up 0.04% of Creative Financial Designs's portfolio in Q2 2026, its #320 holding.
Creative Financial Designs first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2025 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.