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Legacy Wealth Partners (Colorado)’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$1.95M Sell
76,205
-16,333
-18% -$418K 0.44% 40
2026
Q1 		$2.38M Buy
92,538
+28,141
+44% +$730K 0.6% 28
2025
Q4 		$1.67M Buy
+64,397
New +$1.68M 0.43% 34

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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

Legacy Wealth Partners (Colorado)'s FISR Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 18% in Q2 2026, selling an estimated $418K and leaving 76,205 shares worth $1.95M. The position accounts for 0.44% of the portfolio, ranked #40.

Legacy Wealth Partners (Colorado) first reported a position in FISR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.38M in Q1 2026. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 76,205 shares of State Street Fixed Income Sector Rotation ETF worth $1.95M as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 16,333 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $418K.
  • State Street Fixed Income Sector Rotation ETF made up 0.44% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #40 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s State Street Fixed Income Sector Rotation ETF position peaked at $2.38M in Q1 2026.
  • 71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.