ZIG
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Zullo Investment Group’s State Street Fixed Income Sector Rotation ETF FISR Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-1,302
Closed -$33.3K – 344
2022
Q4 		$33.3K Hold
1,302
– – 0.02% 326
2022
Q3 		$33K Sell
1,302
-68
-5% -$1.83K 0.02% 325
2022
Q2 		$37K Buy
1,370
+68
+5% +$1.87K 0.02% 316
2022
Q1 		$38K Buy
1,302
+159
+14% +$4.72K 0.02% 336
2021
Q4 		$35K Buy
+1,143
New +$35.5K 0.02% 348

Other funds holding FISR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
RCM
Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Zullo Investment Group's FISR Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street Fixed Income Sector Rotation ETF (FISR) in Q1 2023, closing a stake of 1,302 shares — an estimated $33.3K sold.

Zullo Investment Group first reported a position in FISR in Q4 2021 and held it in 5 quarters. The position peaked at $38K in Q1 2022. 45 funds tracked by Wall St. Rank hold FISR as of Q1 2023.

  • Zullo Investment Group reported no remaining State Street Fixed Income Sector Rotation ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,302 State Street Fixed Income Sector Rotation ETF shares in Q1 2023, an estimated $33.3K.
  • Zullo Investment Group first reported a position in State Street Fixed Income Sector Rotation ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's State Street Fixed Income Sector Rotation ETF position peaked at $38K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held State Street Fixed Income Sector Rotation ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.