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Kestra Advisory Services’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Kestra Advisory Services’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 		– Sell
-5,386
Closed -$140K – 3552
2025
Q4 		$140K Buy
+5,386
New +$140K ﹤0.01% 3180

Other funds holding FISR

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Envestnet Portfolio Solutions
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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
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Kestra Advisory Services's FISR Position: Q1 2026 in Review

Kestra Advisory Services sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q1 2026, closing a stake of 5,386 shares — an estimated $140K sold.

Kestra Advisory Services first reported a position in FISR in Q4 2025 and held it in 1 quarter. The position peaked at $140K in Q4 2025. 79 funds tracked by Wall St. Rank hold FISR as of Q1 2026.

  • Kestra Advisory Services reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 5,386 State Street Fixed Income Sector Rotation ETF shares in Q1 2026, an estimated $140K.
  • Kestra Advisory Services first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's State Street Fixed Income Sector Rotation ETF position peaked at $140K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.