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

Outlook 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 Q1	$490K	Buy	19,053 +10,445	+121%	+$271K	0.12%	174
2025 Q4	$223K	Buy	+8,608	New	+$224K	0.05%	286
2025 Q3	–	Sell	-50,194	Closed	-$1.3M	–	301
2025 Q2	$1.3M	Buy	50,194 +34,822	+227%	+$889K	0.33%	55
2025 Q1	$398K	Buy	+15,372	New	+$393K	0.11%	180
2024 Q4	–	Sell	-35,265	Closed	-$938K	–	259
2024 Q3	$938K	Buy	35,265 +22,623	+179%	+$592K	0.27%	73
2024 Q2	$1.99M	Sell	12,642 -2,567	-17%	-$64.9K	0.62%	33
2024 Q1	$390K	Buy	+15,209	New	+$390K	0.12%	168
2023 Q2	–	Sell	-19,607	Closed	-$517K	–	208
2023 Q1	$517K	Buy	+19,607	New	+$512K	0.23%	109

Other funds holding FISR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Outlook Wealth Advisors's FISR Position: Q1 2026 in Review

Outlook Wealth Advisors increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 121% in Q1 2026, buying an estimated $271K and bringing the position to 19,053 shares worth $490K. The position accounts for 0.12% of the portfolio, ranked #174.

Outlook Wealth Advisors first reported a position in FISR in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.99M in Q2 2024. 79 funds tracked by Wall St. Rank hold FISR as of Q1 2026.

Outlook Wealth Advisors held 19,053 shares of State Street Fixed Income Sector Rotation ETF worth $490K as of Q1 2026.
Outlook Wealth Advisors bought 10,445 State Street Fixed Income Sector Rotation ETF shares in Q1 2026, an estimated $271K.
State Street Fixed Income Sector Rotation ETF made up 0.12% of Outlook Wealth Advisors's portfolio in Q1 2026, its #174 holding.
Outlook Wealth Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2023 and has held it in 8 quarters since.
Outlook Wealth Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $1.99M in Q2 2024.
79 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.