SFS
FISR icon

Sowell Financial Services’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Sowell Financial Services’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
2020
Q2 		– Sell
-242
Closed -$8K – 2521
2020
Q1 		$8K Buy
242
+108
+81% +$3.37K ﹤0.01% 1676
2019
Q4 		$4K Sell
134
-28
-17% -$878 ﹤0.01% 1964
2019
Q3 		$5K Buy
+162
New +$5.07K ﹤0.01% 1763

Other funds holding FISR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Sowell Financial Services's FISR Position: Q2 2020 in Review

Sowell Financial Services sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q2 2020, closing a stake of 242 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in FISR in Q3 2019 and held it in 3 quarters. The position peaked at $8K in Q1 2020. 16 funds tracked by Wall St. Rank hold FISR as of Q2 2020.

  • Sowell Financial Services reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 242 State Street Fixed Income Sector Rotation ETF shares in Q2 2020, an estimated $8K.
  • Sowell Financial Services first reported a position in State Street Fixed Income Sector Rotation ETF in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's State Street Fixed Income Sector Rotation ETF position peaked at $8K in Q1 2020.
  • 16 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.