VisionPoint Advisory Group
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
Q3 		$442K Sell
18,093
-4,683
-21% -$118K 0.07% 267
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

Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Lockerman Financial Group
Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Global Financial Private Client
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
Worth Financial Advisory Group
Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Absolute Capital Management
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
October Effect
October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return

VisionPoint Advisory Group's FISR Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 21% in Q3 2026, selling an estimated $118K and leaving 18,093 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #267.

VisionPoint Advisory Group first reported a position in FISR in Q2 2023 and has held it in 14 quarters since. The position peaked at $746K in Q2 2024. 18 funds tracked by Wall St. Rank hold FISR as of Q3 2026.

  • VisionPoint Advisory Group held 18,093 shares of State Street Fixed Income Sector Rotation ETF worth $442K as of Q3 2026.
  • VisionPoint Advisory Group sold 4,683 State Street Fixed Income Sector Rotation ETF shares in Q3 2026, an estimated $118K.
  • State Street Fixed Income Sector Rotation ETF made up 0.07% of VisionPoint Advisory Group's portfolio in Q3 2026, its #267 holding.
  • VisionPoint Advisory Group first reported a position in State Street Fixed Income Sector Rotation ETF in Q2 2023 and has held it in 14 quarters since.
  • VisionPoint Advisory Group's State Street Fixed Income Sector Rotation ETF position peaked at $746K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.