Bear Mountain Capital’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Bear Mountain Capital’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 Q3	$361	Buy	+9	New	+$389	﹤0.01%	190

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Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Bear Mountain Capital's FSEC Position: Q3 2026 in Review

Bear Mountain Capital opened a new position in Fidelity Investment Grade Securitized ETF (FSEC) in Q3 2026: 9 shares worth $361. The stake represents ﹤0.01% of the portfolio and ranks #190 among its holdings.

24 funds tracked by Wall St. Rank hold FSEC as of Q3 2026.

Bear Mountain Capital held 9 shares of Fidelity Investment Grade Securitized ETF worth $361 as of Q3 2026.
Fidelity Investment Grade Securitized ETF was a new Bear Mountain Capital position in Q3 2026.
Fidelity Investment Grade Securitized ETF made up ﹤0.01% of Bear Mountain Capital's portfolio in Q3 2026, its #190 holding.
24 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q3 2026.

Based on Bear Mountain Capital's 13F filing for Q3 2026, filed 4 Nov 2026.