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Concurrent Investment Advisors’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Concurrent Investment Advisors’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,679
Closed -$694K – 1531
2025
Q2 		$694K Sell
14,679
-433
-3% -$20.2K 0.01% 730
2025
Q1 		$710K Buy
15,112
+124
+0.8% +$5.79K 0.02% 642
2024
Q4 		$695K Buy
+14,988
New +$708K 0.02% 581

Other funds holding FCOR

AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $123M AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concurrent Investment Advisors's FCOR Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Fidelity Corporate Bond ETF (FCOR) in Q3 2025, closing a stake of 14,679 shares — an estimated $694K sold.

Concurrent Investment Advisors first reported a position in FCOR in Q4 2024 and held it in 3 quarters. The position peaked at $710K in Q1 2025. 70 funds tracked by Wall St. Rank hold FCOR as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Fidelity Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 14,679 Fidelity Corporate Bond ETF shares in Q3 2025, an estimated $694K.
  • Concurrent Investment Advisors first reported a position in Fidelity Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Concurrent Investment Advisors's Fidelity Corporate Bond ETF position peaked at $710K in Q1 2025.
  • 70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.