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EWG Elevate’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-1,012
Closed -$25.9K – 295
2022
Q4 		$25.9K Buy
+1,012
New +$25.9K 0.01% 240

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Envestnet Asset Management
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APC
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AWM
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PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

EWG Elevate's FISR Position: Q1 2023 in Review

EWG Elevate sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q1 2023, closing a stake of 1,012 shares — an estimated $25.9K sold.

EWG Elevate first reported a position in FISR in Q4 2022 and held it in 1 quarter. The position peaked at $25.9K in Q4 2022. 45 funds tracked by Wall St. Rank hold FISR as of Q1 2023.

  • EWG Elevate reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 1,012 State Street Fixed Income Sector Rotation ETF shares in Q1 2023, an estimated $25.9K.
  • EWG Elevate first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's State Street Fixed Income Sector Rotation ETF position peaked at $25.9K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.