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Triumph Capital Management’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Triumph Capital 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
2026
Q1 		$223K Buy
8,655
+2,331
+37% +$60.4K 0.05% 321
2025
Q4 		$164K Sell
6,324
-1,404
-18% -$36.6K 0.04% 341
2025
Q3 		$201K Sell
7,728
-1,554
-17% -$40.1K 0.05% 306
2025
Q2 		$240K Buy
+9,282
New +$237K 0.07% 252

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $290M AUM 19.39% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Triumph Capital Management's FISR Position: Q1 2026 in Review

Triumph Capital Management increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 37% in Q1 2026, buying an estimated $60.4K and bringing the position to 8,655 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #321.

Triumph Capital Management first reported a position in FISR in Q2 2025 and has held it in 4 quarters since. The position peaked at $240K in Q2 2025. 79 funds tracked by Wall St. Rank hold FISR as of Q1 2026.

  • Triumph Capital Management held 8,655 shares of State Street Fixed Income Sector Rotation ETF worth $223K as of Q1 2026.
  • Triumph Capital Management bought 2,331 State Street Fixed Income Sector Rotation ETF shares in Q1 2026, an estimated $60.4K.
  • State Street Fixed Income Sector Rotation ETF made up 0.05% of Triumph Capital Management's portfolio in Q1 2026, its #321 holding.
  • Triumph Capital Management first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's State Street Fixed Income Sector Rotation ETF position peaked at $240K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.