SWP
FISR icon

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
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

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APC
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HWP
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Cerity Partners
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RCM
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PAS
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return