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Midwest Financial Network’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Midwest Financial Network’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
2025
Q3 		– Sell
-12,110
Closed -$313K – 65
2025
Q2 		$313K Buy
12,110
+3,220
+36% +$82.2K 0.31% 51
2025
Q1 		$230K Buy
8,890
+232
+3% +$5.93K 0.23% 53
2024
Q4 		$220K Buy
+8,658
New +$224K 0.23% 57

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

Midwest Financial Network's FISR Position: Q3 2025 in Review

Midwest Financial Network sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q3 2025, closing a stake of 12,110 shares — an estimated $313K sold.

Midwest Financial Network first reported a position in FISR in Q4 2024 and held it in 3 quarters. The position peaked at $313K in Q2 2025. 64 funds tracked by Wall St. Rank hold FISR as of Q3 2025.

  • Midwest Financial Network reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q3 2025 after selling out during the quarter.
  • Midwest Financial Network sold 12,110 State Street Fixed Income Sector Rotation ETF shares in Q3 2025, an estimated $313K.
  • Midwest Financial Network first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2024 and held it in 3 quarters.
  • Midwest Financial Network's State Street Fixed Income Sector Rotation ETF position peaked at $313K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2025.

Based on Midwest Financial Network's 13F filing for Q3 2025, filed 4 Jun 2026.