Fortis Group Advisors’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Fortis Group Advisors’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 Q3	$290K	Buy	+9,062	New	+$292K	0.06%	149

Other funds holding FISR

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Fortis Group Advisors's FISR Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in State Street Fixed Income Sector Rotation ETF (FISR) in Q3 2020: 9,062 shares worth $290K. The stake represents 0.06% of the portfolio and ranks #149 among its holdings.

23 funds tracked by Wall St. Rank hold FISR as of Q3 2020.

Fortis Group Advisors held 9,062 shares of State Street Fixed Income Sector Rotation ETF worth $290K as of Q3 2020.
State Street Fixed Income Sector Rotation ETF was a new Fortis Group Advisors position in Q3 2020.
State Street Fixed Income Sector Rotation ETF made up 0.06% of Fortis Group Advisors's portfolio in Q3 2020, its #149 holding.
23 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.