WealthPoint Financial’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

WealthPoint Financial’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	$597K	Sell	23,259 -13,150	-36%	-$337K	0.43%	56
2026 Q1	$936K	Buy	36,409 +15,360	+73%	+$398K	0.78%	40
2025 Q4	$545K	Buy	+21,049	New	+$549K	0.47%	49

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

WealthPoint Financial's FISR Position: Q2 2026 in Review

WealthPoint Financial reduced its State Street Fixed Income Sector Rotation ETF (FISR) stake by 36% in Q2 2026, selling an estimated $337K and leaving 23,259 shares worth $597K. The position accounts for 0.43% of the portfolio, ranked #56.

WealthPoint Financial first reported a position in FISR in Q4 2025 and has held it in 3 quarters since. The position peaked at $936K in Q1 2026. 71 funds tracked by Wall St. Rank hold FISR as of Q2 2026.

WealthPoint Financial held 23,259 shares of State Street Fixed Income Sector Rotation ETF worth $597K as of Q2 2026.
WealthPoint Financial sold 13,150 State Street Fixed Income Sector Rotation ETF shares in Q2 2026, an estimated $337K.
State Street Fixed Income Sector Rotation ETF made up 0.43% of WealthPoint Financial's portfolio in Q2 2026, its #56 holding.
WealthPoint Financial first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2025 and has held it in 3 quarters since.
WealthPoint Financial's State Street Fixed Income Sector Rotation ETF position peaked at $936K in Q1 2026.
71 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.