Stratos Wealth Partners’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Stratos Wealth Partners’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	$473K	Buy	18,425 +1,081	+6%	+$27.7K	﹤0.01%	1170
2026 Q1	$446K	Buy	17,344 +4,294	+33%	+$111K	0.01%	1113
2025 Q4	$338K	Buy	13,050 +340	+3%	+$8.86K	﹤0.01%	1222
2025 Q3	$331K	Sell	12,710 -2,916	-19%	-$75.3K	﹤0.01%	1199
2025 Q2	$404K	Buy	+15,626	New	+$399K	0.01%	1010

Other funds holding FISR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 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

Stratos Wealth Partners's FISR Position: Q2 2026 in Review

Stratos Wealth Partners increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 6.2% in Q2 2026, buying an estimated $27.7K and bringing the position to 18,425 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Stratos Wealth Partners first reported a position in FISR in Q2 2025 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Stratos Wealth Partners held 18,425 shares of State Street Fixed Income Sector Rotation ETF worth $473K as of Q2 2026.
Stratos Wealth Partners bought 1,081 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $27.7K.
State Street Fixed Income Sector Rotation ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1170 holding.
Stratos Wealth Partners first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2025 and has held it in 5 quarters since.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.