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Sage Financial Group’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Sage Financial Group’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
2022
Q1 		– Sell
-23,675
Closed -$734K – 77
2021
Q4 		$734K Buy
+23,675
New +$736K 0.08% 45

Other funds holding FISR

Simplicity Solutions
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Sage Financial Group's FISR Position: Q1 2022 in Review

Sage Financial Group sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q1 2022, closing a stake of 23,675 shares — an estimated $734K sold.

Sage Financial Group first reported a position in FISR in Q4 2021 and held it in 1 quarter. The position peaked at $734K in Q4 2021. 34 funds tracked by Wall St. Rank hold FISR as of Q1 2022.

  • Sage Financial Group reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q1 2022 after selling out during the quarter.
  • Sage Financial Group sold 23,675 State Street Fixed Income Sector Rotation ETF shares in Q1 2022, an estimated $734K.
  • Sage Financial Group first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2021 and held it in 1 quarter.
  • Sage Financial Group's State Street Fixed Income Sector Rotation ETF position peaked at $734K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2022.

Based on Sage Financial Group's 13F filing for Q1 2022, filed 2 May 2022.