VAG
FISR icon

VisionPoint Advisory Group’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

VisionPoint Advisory Group’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 		$584K Sell
22,776
-2,383
-9% -$61K 0.1% 232
2026
Q1 		$647K Sell
25,159
-48
-0.2% -$1.24K 0.12% 190
2025
Q4 		$653K Buy
25,207
+1,388
+6% +$36.2K 0.13% 179
2025
Q3 		$621K Sell
23,819
-3,643
-13% -$94K 0.12% 176
2025
Q2 		$710K Buy
27,462
+644
+2% +$16.4K 0.15% 146
2025
Q1 		$694K Buy
26,818
+218
+0.8% +$5.58K 0.24% 89
2024
Q4 		$675K Sell
26,600
-819
-3% -$21.2K 0.23% 98
2024
Q3 		$729K Sell
27,419
-1,920
-7% -$50.2K 0.25% 96
2024
Q2 		$746K Buy
29,339
+2,094
+8% +$52.9K 0.27% 90
2024
Q1 		$698K Buy
27,245
+2,828
+12% +$72.4K 0.25% 97
2023
Q4 		$635K Buy
24,417
+6,960
+40% +$174K 0.23% 85
2023
Q3 		$432K Buy
17,457
+10,591
+154% +$269K 0.19% 98
2023
Q2 		$178K Buy
+6,866
New +$179K 0.07% 139

Other funds holding FISR

APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
LFG
Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VisionPoint Advisory Group's FISR Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 9.5% in Q2 2026, selling an estimated $61K and leaving 22,776 shares worth $584K. The position accounts for 0.1% of the portfolio, ranked #232.

VisionPoint Advisory Group first reported a position in FISR in Q2 2023 and has held it in 13 quarters since. The position peaked at $746K in Q2 2024. 5 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

  • VisionPoint Advisory Group held 22,776 shares of State Street Fixed Income Sector Rotation ETF worth $584K as of Q2 2026.
  • VisionPoint Advisory Group sold 2,383 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $61K.
  • State Street Fixed Income Sector Rotation ETF made up 0.1% of VisionPoint Advisory Group's portfolio in Q2 2026, its #232 holding.
  • VisionPoint Advisory Group first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2023 and has held it in 13 quarters since.
  • VisionPoint Advisory Group's State Street Fixed Income Sector Rotation ETF position peaked at $746K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.