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 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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Financial Designs's FISR Position: Q1 2026 in Review

Creative Financial Designs increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 12% in Q1 2026, buying an estimated $59.4K and bringing the position to 21,315 shares worth $548K. The position accounts for 0.03% of the portfolio, ranked #320.

Creative Financial Designs first reported a position in FISR in Q1 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold FISR as of Q1 2026.

Creative Financial Designs held 21,315 shares of State Street Fixed Income Sector Rotation ETF worth $548K as of Q1 2026.
Creative Financial Designs bought 2,290 State Street Fixed Income Sector Rotation ETF shares in Q1 2026, an estimated $59.4K.
State Street Fixed Income Sector Rotation ETF made up 0.03% of Creative Financial Designs's portfolio in Q1 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 5 quarters since.
79 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.