Valtinson Bruner Financial Planning’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Valtinson Bruner Financial Planning’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	$1.7M	Buy	66,154 +7,713	+13%	+$198K	0.43%	43
2026 Q1	$1.5M	Buy	58,441 +7,626	+15%	+$198K	0.41%	43
2025 Q4	$1.32M	Buy	50,815 +31,680	+166%	+$826K	0.38%	49
2025 Q3	$499K	Sell	19,135 -14,214	-43%	-$367K	0.15%	84
2025 Q2	$862K	Buy	33,349 +25,614	+331%	+$654K	0.27%	55
2025 Q1	$200K	Buy	+7,735	New	+$198K	0.07%	143

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

Valtinson Bruner Financial Planning's FISR Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its State Street Fixed Income Sector Rotation ETF (FISR) stake by 13% in Q2 2026, buying an estimated $198K and bringing the position to 66,154 shares worth $1.7M. The position accounts for 0.43% of the portfolio, ranked #43.

Valtinson Bruner Financial Planning first reported a position in FISR in Q1 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

Valtinson Bruner Financial Planning held 66,154 shares of State Street Fixed Income Sector Rotation ETF worth $1.7M as of Q2 2026.
Valtinson Bruner Financial Planning bought 7,713 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $198K.
State Street Fixed Income Sector Rotation ETF made up 0.43% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #43 holding.
Valtinson Bruner Financial Planning first reported a position in State Street Fixed Income Sector Rotation ETF in Q1 2025 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.