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

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

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. 72 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.
72 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.