Evolution Wealth Management’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Evolution Wealth Management’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	$1.85K	Hold	72	–	–	﹤0.01%	834
2026 Q1	$1.85K	Sell	72 -13	-15%	-$337	﹤0.01%	752
2025 Q4	$2.2K	Buy	85 +61	+254%	+$1.59K	﹤0.01%	631
2025 Q3	$625	Hold	24	–	–	﹤0.01%	550
2025 Q2	$620	Buy	+24	New	+$612	﹤0.01%	549

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 19.34% 1-Year Est. Return

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

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

Evolution Wealth Management's FISR Position: Q2 2026 in Review

Evolution Wealth Management held its State Street Fixed Income Sector Rotation ETF (FISR) position steady in Q2 2026 at 72 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Evolution Wealth Management first reported a position in FISR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.2K in Q4 2025. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Evolution Wealth Management held 72 shares of State Street Fixed Income Sector Rotation ETF worth $1.85K as of Q2 2026.
Evolution Wealth Management left its State Street Fixed Income Sector Rotation ETF share count unchanged in Q2 2026.
State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #834 holding.
Evolution Wealth Management first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's State Street Fixed Income Sector Rotation ETF position peaked at $2.2K in Q4 2025.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.