Landmark Wealth Management (Illinois)’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Landmark Wealth Management (Illinois)’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	$7.4M	Sell	288,333 -94,344	-25%	-$2.42M	2.45%	10
2026 Q1	$9.84M	Buy	382,677 +84,129	+28%	+$2.18M	3.71%	9
2025 Q4	$7.74M	Buy	298,548 +166,990	+127%	+$4.35M	2.92%	10
2025 Q3	$3.43M	Sell	131,558 -314,554	-71%	-$8.12M	1.34%	14
2025 Q2	$11.5M	Buy	446,112 +179,873	+68%	+$4.59M	4.94%	8
2025 Q1	$6.89M	Buy	266,239 +44,635	+20%	+$1.14M	3.29%	9
2024 Q4	$5.62M	Sell	221,604 -109,683	-33%	-$2.83M	2.74%	12
2024 Q3	$8.81M	Buy	331,287 +115,924	+54%	+$3.03M	4.39%	9
2024 Q2	$5.48M	Buy	+215,363	New	+$5.44M	3.02%	11

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 19.34% 1-Year Est. Return

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

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

PAS

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

Landmark Wealth Management (Illinois)'s FISR Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 25% in Q2 2026, selling an estimated $2.42M and leaving 288,333 shares worth $7.4M. The position accounts for 2.45% of the portfolio, ranked #10.

Landmark Wealth Management (Illinois) first reported a position in FISR in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.5M in Q2 2025. 72 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Landmark Wealth Management (Illinois) held 288,333 shares of State Street Fixed Income Sector Rotation ETF worth $7.4M as of Q2 2026.
Landmark Wealth Management (Illinois) sold 94,344 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $2.42M.
State Street Fixed Income Sector Rotation ETF made up 2.45% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #10 holding.
Landmark Wealth Management (Illinois) first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2024 and has held it in 9 quarters since.
Landmark Wealth Management (Illinois)'s State Street Fixed Income Sector Rotation ETF position peaked at $11.5M in Q2 2025.
72 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.