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 Q3	$292K	Buy	11,961 +1,921	+19%	+$48.3K	0.05%	313
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 $468B AUM 17.69% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $482M AUM 10.82% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Raleigh Capital Management Cary, North Carolina $322M AUM 16.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 9.56% 1-Year Est. Return

Hibernia Wealth Partners Baton Rouge, Louisiana $192M AUM 9.3% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return

Triumph Capital Management's FISR Position: Q3 2026 in Review

Triumph Capital Management increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 19% in Q3 2026, buying an estimated $48.3K and bringing the position to 11,961 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #313.

Triumph Capital Management first reported a position in FISR in Q2 2025 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold FISR as of Q3 2026.

Triumph Capital Management held 11,961 shares of State Street Fixed Income Sector Rotation ETF worth $292K as of Q3 2026.
Triumph Capital Management bought 1,921 State Street Fixed Income Sector Rotation ETF shares in Q3 2026, an estimated $48.3K.
State Street Fixed Income Sector Rotation ETF made up 0.05% of Triumph Capital Management's portfolio in Q3 2026, its #313 holding.
Triumph Capital Management first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2025 and has held it in 6 quarters since.
59 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.