CPG
FSEC icon

Cornerstone Planning Group’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Cornerstone Planning Group’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
Q1 		$80.9K Buy
1,844
+2
+0.1% +$89 0.01% 280
2025
Q4 		$81.7K Hold
1,842
– – 0.01% 239
2025
Q3 		$81.6K Buy
+1,842
New +$80.5K 0.01% 242

Other funds holding FSEC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

Cornerstone Planning Group increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 0.11% in Q1 2026, buying an estimated $89 and bringing the position to 1,844 shares worth $80.9K. The position accounts for 0.01% of the portfolio, ranked #280.

Cornerstone Planning Group first reported a position in FSEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $81.7K in Q4 2025. 46 funds tracked by Wall St. Rank hold FSEC as of Q1 2026.

  • Cornerstone Planning Group held 1,844 shares of Fidelity Investment Grade Securitized ETF worth $80.9K as of Q1 2026.
  • Cornerstone Planning Group bought 2 Fidelity Investment Grade Securitized ETF shares in Q1 2026, an estimated $89.
  • Fidelity Investment Grade Securitized ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #280 holding.
  • Cornerstone Planning Group first reported a position in Fidelity Investment Grade Securitized ETF in Q3 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's Fidelity Investment Grade Securitized ETF position peaked at $81.7K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q1 2026.

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