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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
2020
Q1 		– Sell
-390
Closed -$12K – 1193
2019
Q4 		$12K Buy
+390
New +$12.2K 0.01% 1153

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CAAS
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AWM
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SS
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CW
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Jane Street
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GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 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: Q1 2020 in Review

Financial Gravity Asset Management sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q1 2020, closing a stake of 390 shares — an estimated $12K sold.

Financial Gravity Asset Management first reported a position in FISR in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 14 funds tracked by Wall St. Rank hold FISR as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 390 State Street Fixed Income Sector Rotation ETF shares in Q1 2020, an estimated $12K.
  • Financial Gravity Asset Management first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2019 and held it in 1 quarter.
  • Financial Gravity Asset Management's State Street Fixed Income Sector Rotation ETF position peaked at $12K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.