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Cornerstone Planning Group’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Cornerstone Planning Group’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
2026
Q1 		$49.4K Buy
1,049
+2
+0.2% +$96 0.01% 404
2025
Q4 		$50.2K Hold
1,047
– – 0.01% 342
2025
Q3 		$50.4K Buy
+1,047
New +$49.8K 0.01% 337

Other funds holding FCOR

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $123M AUM 17.15% 1-Year Est. Return

Cornerstone Planning Group's FCOR Position: Q1 2026 in Review

Cornerstone Planning Group increased its Fidelity Corporate Bond ETF (FCOR) stake by 0.19% in Q1 2026, buying an estimated $96 and bringing the position to 1,049 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #404.

Cornerstone Planning Group first reported a position in FCOR in Q3 2025 and has held it in 3 quarters since. The position peaked at $50.4K in Q3 2025. 70 funds tracked by Wall St. Rank hold FCOR as of Q1 2026.

  • Cornerstone Planning Group held 1,049 shares of Fidelity Corporate Bond ETF worth $49.4K as of Q1 2026.
  • Cornerstone Planning Group bought 2 Fidelity Corporate Bond ETF shares in Q1 2026, an estimated $96.
  • Fidelity Corporate Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #404 holding.
  • Cornerstone Planning Group first reported a position in Fidelity Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's Fidelity Corporate Bond ETF position peaked at $50.4K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.