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 Q3	$874K	Buy	+35,805	New	+$901K	0.19%	117
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 $468B AUM 17.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $482M AUM 10.82% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 9.56% 1-Year Est. Return

Hibernia Wealth Partners Baton Rouge, Louisiana $192M AUM 9.3% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Outlook Wealth Advisors's FISR Position: Q3 2026 in Review

Outlook Wealth Advisors opened a new position in State Street Fixed Income Sector Rotation ETF (FISR) in Q3 2026: 35,805 shares worth $874K. The stake represents 0.19% of the portfolio and ranks #117 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in FISR as recently as Q1 2026.

Outlook Wealth Advisors first reported a position in FISR in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.99M in Q2 2024. 74 funds tracked by Wall St. Rank hold FISR as of Q3 2026.

Outlook Wealth Advisors held 35,805 shares of State Street Fixed Income Sector Rotation ETF worth $874K as of Q3 2026.
State Street Fixed Income Sector Rotation ETF was a new Outlook Wealth Advisors position in Q3 2026.
State Street Fixed Income Sector Rotation ETF made up 0.19% of Outlook Wealth Advisors's portfolio in Q3 2026, its #117 holding.
Outlook Wealth Advisors first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2023 and has held it in 9 quarters since.
Outlook Wealth Advisors's State Street Fixed Income Sector Rotation ETF position peaked at $1.99M in Q2 2024.
74 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.