International Private Wealth Advisors’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

International Private Wealth 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
2026 Q1	$2.18M	Buy	84,750 +13,731	+19%	+$356K	1.33%	19
2025 Q4	$1.84M	Buy	71,019 +18,929	+36%	+$494K	1.16%	23
2025 Q3	$1.36M	Sell	52,090 -23,068	-31%	-$595K	0.85%	31
2025 Q2	$1.94M	Buy	75,158 +17,558	+30%	+$448K	1.67%	14
2025 Q1	$1.49M	Buy	57,600 +11,054	+24%	+$283K	1.43%	16
2024 Q4	$1.18M	Sell	46,546 -2,974	-6%	-$76.8K	1.17%	20
2024 Q3	$1.32M	Buy	49,520 +11,981	+32%	+$313K	1.93%	11
2024 Q2	$955K	Buy	37,539 +7,838	+26%	+$198K	1.61%	11
2024 Q1	$761K	Sell	29,701 -33,306	-53%	-$853K	1.47%	10
2023 Q4	$1.64M	Buy	+63,007	New	+$1.58M	1.62%	14

Other funds holding FISR

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return