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ICA Group Wealth Management’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

ICA Group Wealth 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
2023
Q3 		– Sell
-128
Closed -$3.31K – 558
2023
Q2 		$3.31K Buy
+128
New +$3.34K ﹤0.01% 1056
2023
Q1 		– Sell
-137
Closed -$3.51K – 1310
2022
Q4 		$3.51K Buy
+137
New +$3.51K ﹤0.01% 1033

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ICA Group Wealth Management's FISR Position: Q3 2023 in Review

ICA Group Wealth Management sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q3 2023, closing a stake of 128 shares — an estimated $3.31K sold.

ICA Group Wealth Management first reported a position in FISR in Q4 2022 and held it in 2 quarters. The position peaked at $3.51K in Q4 2022. 39 funds tracked by Wall St. Rank hold FISR as of Q3 2023.

  • ICA Group Wealth Management reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 128 State Street Fixed Income Sector Rotation ETF shares in Q3 2023, an estimated $3.31K.
  • ICA Group Wealth Management first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's State Street Fixed Income Sector Rotation ETF position peaked at $3.51K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.