VisionPoint Advisory Group’s State Street US Sector Rotation ETF XLSR Stock Holding History

VisionPoint Advisory Group’s Portfolio XLSR Stock Details XLSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Sell	4,708 -497	-10%	-$31.6K	0.05%	351
2026 Q1	$301K	Buy	5,205 +81	+2%	+$4.94K	0.06%	336
2025 Q4	$319K	Sell	5,124 -147	-3%	-$9.02K	0.06%	293
2025 Q3	$314K	Sell	5,271 -177	-3%	-$10.1K	0.06%	287
2025 Q2	$299K	Sell	5,448 -70	-1%	-$3.58K	0.07%	272
2025 Q1	$280K	Sell	5,518 -120	-2%	-$6.43K	0.1%	172
2024 Q4	$300K	Sell	5,638 -137	-2%	-$7.33K	0.1%	142
2024 Q3	$299K	Sell	5,775 -291	-5%	-$14.7K	0.1%	145
2024 Q2	$309K	Buy	6,066 +163	+3%	+$8.04K	0.11%	136
2024 Q1	$294K	Buy	5,903 +745	+14%	+$35.5K	0.11%	147
2023 Q4	$236K	Buy	5,158 +2,039	+65%	+$87.4K	0.09%	146
2023 Q3	$129K	Buy	3,119 +1,888	+153%	+$81.5K	0.06%	169
2023 Q2	$53.4K	Buy	+1,231	New	+$50.3K	0.02%	208

Other funds holding XLSR

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return