Kingdom Financial Group’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Kingdom Financial Group’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	$4.21K	Buy	164 +2	+1%	+$51	﹤0.01%	564
2026 Q1	$4.17K	Sell	162 -1	-0.6%	-$26	﹤0.01%	586
2025 Q4	$4.22K	Buy	+163	New	+$4.25K	﹤0.01%	512

Other funds holding FISR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

APC

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Kingdom Financial Group's FISR Position: Q2 2026 in Review

Kingdom Financial Group increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 1.2% in Q2 2026, buying an estimated $51 and bringing the position to 164 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Kingdom Financial Group first reported a position in FISR in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.22K in Q4 2025. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Kingdom Financial Group held 164 shares of State Street Fixed Income Sector Rotation ETF worth $4.21K as of Q2 2026.
Kingdom Financial Group bought 2 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $51.
State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #564 holding.
Kingdom Financial Group first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
Kingdom Financial Group's State Street Fixed Income Sector Rotation ETF position peaked at $4.22K in Q4 2025.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.