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 Q2	$258K	Buy	10,040 +1,385	+16%	+$35.5K	0.05%	324
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 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

Triumph Capital Management's FISR Position: Q2 2026 in Review

Triumph Capital Management increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 16% in Q2 2026, buying an estimated $35.5K and bringing the position to 10,040 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #324.

Triumph Capital Management 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.

Triumph Capital Management held 10,040 shares of State Street Fixed Income Sector Rotation ETF worth $258K as of Q2 2026.
Triumph Capital Management bought 1,385 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $35.5K.
State Street Fixed Income Sector Rotation ETF made up 0.05% of Triumph Capital Management's portfolio in Q2 2026, its #324 holding.
Triumph Capital Management 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 Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.