IA
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 $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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.