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 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 $377B AUM 19.32% 1-Year Est. Return

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

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

APC

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

HWP

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RCM

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

PAS

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

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

Landmark Wealth Management (Illinois)'s FISR Position: Q1 2026 in Review

Landmark Wealth Management (Illinois) increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 28% in Q1 2026, buying an estimated $2.18M and bringing the position to 382,677 shares worth $9.84M. The position accounts for 3.71% of the portfolio, ranked #9.

Landmark Wealth Management (Illinois) first reported a position in FISR in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.5M in Q2 2025. 79 funds tracked by Wall St. Rank hold FISR as of Q1 2026.

Landmark Wealth Management (Illinois) held 382,677 shares of State Street Fixed Income Sector Rotation ETF worth $9.84M as of Q1 2026.
Landmark Wealth Management (Illinois) bought 84,129 State Street Fixed Income Sector Rotation ETF shares in Q1 2026, an estimated $2.18M.
State Street Fixed Income Sector Rotation ETF made up 3.71% of Landmark Wealth Management (Illinois)'s portfolio in Q1 2026, its #9 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 8 quarters since.
Landmark Wealth Management (Illinois)'s State Street Fixed Income Sector Rotation ETF position peaked at $11.5M in Q2 2025.
79 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q1 2026, filed 22 Apr 2026.