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Financial Gravity Asset Management’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Financial Gravity Asset 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
2019
Q4 		$12K Buy
+390
New +$12.2K 0.01% 1153

Other funds holding FISR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Financial Gravity Asset Management's FISR Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in State Street Fixed Income Sector Rotation ETF (FISR) in Q4 2019: 390 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #1153 among its holdings.

17 funds tracked by Wall St. Rank hold FISR as of Q4 2019.

  • Financial Gravity Asset Management held 390 shares of State Street Fixed Income Sector Rotation ETF worth $12K as of Q4 2019.
  • State Street Fixed Income Sector Rotation ETF was a new Financial Gravity Asset Management position in Q4 2019.
  • State Street Fixed Income Sector Rotation ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1153 holding.
  • 17 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.