Jones Financial Companies
FISR icon

Jones Financial Companies’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Jones Financial Companies’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
Q2 		$12.3K Buy
+477
New +$12.2K ﹤0.01% 3714

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Jones Financial Companies's FISR Position: Q2 2026 in Review

Jones Financial Companies opened a new position in State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2026: 477 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #3714 among its holdings.

71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

  • Jones Financial Companies held 477 shares of State Street Fixed Income Sector Rotation ETF worth $12.3K as of Q2 2026.
  • State Street Fixed Income Sector Rotation ETF was a new Jones Financial Companies position in Q2 2026.
  • State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3714 holding.
  • 71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.