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FISR icon

Principal Securities’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Principal Securities’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 		$2.44M Buy
94,680
+72,372
+324% +$1.88M 0.04% 421
2025
Q4 		$578K Buy
22,308
+21,064
+1,693% +$549K 0.01% 890
2025
Q3 		$32.4K Sell
1,244
-17,977
-94% -$464K ﹤0.01% 2175
2025
Q2 		$497K Buy
19,221
+14,844
+339% +$379K 0.01% 860
2025
Q1 		$111K Hold
4,377
– – ﹤0.01% 1393
2024
Q4 		$111K Sell
4,377
-9,789
-69% -$253K ﹤0.01% 1393
2024
Q3 		$377K Buy
14,166
+7,820
+123% +$205K 0.01% 856
2024
Q2 		$161K Buy
+6,346
New +$160K ﹤0.01% 1129

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
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
NA
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
Cerity Partners New York $70.5B 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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return