First Heartland Consultants’s State Street US Sector Rotation ETF XLSR Stock Holding History

First Heartland Consultants’s Portfolio XLSR Stock Details XLSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$489K	Sell	7,538 -194	-3%	-$12.3K	0.03%	328
2026 Q1	$446K	Buy	7,732 +535	+7%	+$32.6K	0.03%	308
2025 Q4	$448K	Sell	7,197 -129	-2%	-$7.91K	0.03%	314
2025 Q3	$437K	Buy	7,326 +461	+7%	+$26.3K	0.04%	312
2025 Q2	$377K	Buy	+6,865	New	+$351K	0.03%	333
2025 Q1	–	Sell	-5,242	Closed	-$280K	–	489
2024 Q4	$280K	Buy	5,242 +402	+8%	+$21.5K	0.03%	359
2024 Q3	$251K	Buy	+4,840	New	+$244K	0.03%	379

Other funds holding XLSR

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return