Action Point Financial Planning’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Action Point Financial Planning’s Portfolio FSEC Stock Details FSEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.3K	Buy	+327	New	+$14.4K	﹤0.01%	1287

Other funds holding FSEC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Action Point Financial Planning's FSEC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity Investment Grade Securitized ETF (FSEC) in Q2 2026: 327 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #1287 among its holdings.

51 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

Action Point Financial Planning held 327 shares of Fidelity Investment Grade Securitized ETF worth $14.3K as of Q2 2026.
Fidelity Investment Grade Securitized ETF was a new Action Point Financial Planning position in Q2 2026.
Fidelity Investment Grade Securitized ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1287 holding.
51 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.