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

Novus 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	$2.32M	Sell	90,314 -34,833	-28%	-$892K	4.83%	6
2026 Q1	$3.22M	Buy	125,147 +27,324	+28%	+$708K	7.2%	4
2025 Q4	$2.53M	Buy	97,823 +37,300	+62%	+$972K	5.67%	6
2025 Q3	$1.58M	Sell	60,523 -73,039	-55%	-$1.88M	3.62%	7
2025 Q2	$3.45M	Buy	133,562 +25,557	+24%	+$652K	5.27%	2
2025 Q1	$2.8M	Buy	108,005 +11,469	+12%	+$293K	2.82%	8
2024 Q4	$2.45M	Buy	+96,536	New	+$2.49M	2.44%	11

Other funds holding FISR

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

LFG

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Novus Advisors's FISR Position: Q2 2026 in Review

Novus Advisors reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 28% in Q2 2026, selling an estimated $892K and leaving 90,314 shares worth $2.32M. The position accounts for 4.83% of the portfolio, ranked #6.

Novus Advisors first reported a position in FISR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.45M in Q2 2025. 25 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Novus Advisors held 90,314 shares of State Street Fixed Income Sector Rotation ETF worth $2.32M as of Q2 2026.
Novus Advisors sold 34,833 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $892K.
State Street Fixed Income Sector Rotation ETF made up 4.83% of Novus Advisors's portfolio in Q2 2026, its #6 holding.
Novus Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2024 and has held it in 7 quarters since.
Novus Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $3.45M in Q2 2025.
25 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.