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Total Clarity Wealth Management’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Total Clarity Wealth Management’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
Q3 		– Sell
-1,218
Closed -$33K – 470
2022
Q2 		$33K Buy
+1,218
New +$33.4K 0.02% 478
2022
Q1 		– Sell
-4,876
Closed -$151K – 440
2021
Q4 		$151K Buy
4,876
+12
+0.2% +$373 0.07% 254
2021
Q3 		$151K Buy
+4,864
New +$153K 0.07% 250

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Total Clarity Wealth Management's FISR Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q3 2022, closing a stake of 1,218 shares — an estimated $33K sold.

Total Clarity Wealth Management first reported a position in FISR in Q3 2021 and held it in 3 quarters. The position peaked at $151K in Q4 2021. 38 funds tracked by Wall St. Rank hold FISR as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,218 State Street Fixed Income Sector Rotation ETF shares in Q3 2022, an estimated $33K.
  • Total Clarity Wealth Management first reported a position in State Street Fixed Income Sector Rotation ETF in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's State Street Fixed Income Sector Rotation ETF position peaked at $151K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.