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MGO Private Wealth’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

MGO Private Wealth’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
2023
Q1 		– Sell
-49,142
Closed -$1.26M – 81
2022
Q4 		$1.26M Buy
49,142
+12,407
+34% +$318K 0.57% 41
2022
Q3 		$938K Buy
+36,735
New +$988K 0.45% 46

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

MGO Private Wealth's FISR Position: Q1 2023 in Review

MGO Private Wealth sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q1 2023, closing a stake of 49,142 shares — an estimated $1.26M sold.

MGO Private Wealth first reported a position in FISR in Q3 2022 and held it in 2 quarters. The position peaked at $1.26M in Q4 2022. 45 funds tracked by Wall St. Rank hold FISR as of Q1 2023.

  • MGO Private Wealth reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 49,142 State Street Fixed Income Sector Rotation ETF shares in Q1 2023, an estimated $1.26M.
  • MGO Private Wealth first reported a position in State Street Fixed Income Sector Rotation ETF in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's State Street Fixed Income Sector Rotation ETF position peaked at $1.26M in Q4 2022.
  • 45 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.