Q1WB
FISR icon

Quest 10 Wealth Builders’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Quest 10 Wealth Builders’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 		$1.51K Sell
59
-250
-81% -$6.4K ﹤0.01% 656
2026
Q1 		$7.95K Hold
309
– – 0.01% 476
2025
Q4 		$8.01K Buy
309
+73
+31% +$1.9K 0.01% 439
2025
Q3 		$6.15K Buy
236
+232
+5,800% +$5.99K 0.01% 456
2025
Q2 		$103 Buy
+4
New +$102 ﹤0.01% 774

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Cerity Partners
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
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

Quest 10 Wealth Builders's FISR Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 81% in Q2 2026, selling an estimated $6.4K and leaving 59 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Quest 10 Wealth Builders first reported a position in FISR in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.01K in Q4 2025. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

  • Quest 10 Wealth Builders held 59 shares of State Street Fixed Income Sector Rotation ETF worth $1.51K as of Q2 2026.
  • Quest 10 Wealth Builders sold 250 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $6.4K.
  • State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #656 holding.
  • Quest 10 Wealth Builders first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2025 and has held it in 5 quarters since.
  • Quest 10 Wealth Builders's State Street Fixed Income Sector Rotation ETF position peaked at $8.01K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.