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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
Q2 		$48.8K Hold
1,049
– – 0.01% 408
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 $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $135M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning Group's FCOR Position: Q2 2026 in Review

Cornerstone Planning Group held its Fidelity Corporate Bond ETF (FCOR) position steady in Q2 2026 at 1,049 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #408.

Cornerstone Planning Group first reported a position in FCOR in Q3 2025 and has held it in 4 quarters since. The position peaked at $50.4K in Q3 2025. 70 funds tracked by Wall St. Rank hold FCOR as of Q2 2026.

  • Cornerstone Planning Group held 1,049 shares of Fidelity Corporate Bond ETF worth $48.8K as of Q2 2026.
  • Cornerstone Planning Group left its Fidelity Corporate Bond ETF share count unchanged in Q2 2026.
  • Fidelity Corporate Bond ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #408 holding.
  • Cornerstone Planning Group first reported a position in Fidelity Corporate Bond ETF in Q3 2025 and has held it in 4 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 Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.