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 Q2	–	Sell	-19,053	Closed	-$490K	–	311
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 $445B AUM 25.58% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 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

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

Outlook Wealth Advisors sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2026, closing a stake of 19,053 shares — an estimated $490K sold.

Outlook Wealth Advisors first reported a position in FISR in Q1 2023 and held it in 8 quarters. The position peaked at $1.99M in Q2 2024. 72 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Outlook Wealth Advisors reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q2 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 19,053 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $490K.
Outlook Wealth Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2023 and held it in 8 quarters.
Outlook Wealth Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $1.99M in Q2 2024.
72 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.