IFP Advisors
FISR icon

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

IFP 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
Q2 		– Sell
-488
Closed -$15.4K – 2797
2020
Q1 		$15K Sell
488
-11
-2% -$343 ﹤0.01% 1601
2019
Q4 		$15K Sell
499
-5
-1% -$157 ﹤0.01% 1747
2019
Q3 		$16K Buy
+504
New +$15.8K ﹤0.01% 1858

Other funds holding FISR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Simplicity Solutions
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GeoWealth Management
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

IFP Advisors's FISR Position: Q2 2020 in Review

IFP Advisors sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2020, closing a stake of 488 shares — an estimated $15.4K sold.

IFP Advisors first reported a position in FISR in Q3 2019 and held it in 3 quarters. The position peaked at $16K in Q3 2019. 16 funds tracked by Wall St. Rank hold FISR as of Q2 2020.

  • IFP Advisors reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q2 2020 after selling out during the quarter.
  • IFP Advisors sold 488 State Street Fixed Income Sector Rotation ETF shares in Q2 2020, an estimated $15.4K.
  • IFP Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q3 2019 and held it in 3 quarters.
  • IFP Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $16K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2020.

Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.