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Merkkuri Wealth Advisors’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Merkkuri Wealth Advisors’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 		– Sell
-367
Closed -$9.45K – 167
2026
Q1 		$9.45K Buy
+367
New +$9.52K 0.01% 221

Other funds holding FISR

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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

Merkkuri Wealth Advisors's FISR Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2026, closing a stake of 367 shares — an estimated $9.45K sold.

Merkkuri Wealth Advisors first reported a position in FISR in Q1 2026 and held it in 1 quarter. The position peaked at $9.45K in Q1 2026. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 367 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $9.45K.
  • Merkkuri Wealth Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $9.45K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.