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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
Q2 		$80K Buy
1,845
+1
+0.1% +$44 0.01% 293
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 $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Cornerstone Planning Group increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 0.05% in Q2 2026, buying an estimated $44 and bringing the position to 1,845 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #293.

Cornerstone Planning Group first reported a position in FSEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $81.7K in Q4 2025. 51 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

  • Cornerstone Planning Group held 1,845 shares of Fidelity Investment Grade Securitized ETF worth $80K as of Q2 2026.
  • Cornerstone Planning Group bought 1 Fidelity Investment Grade Securitized ETF share in Q2 2026, an estimated $44.
  • Fidelity Investment Grade Securitized ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #293 holding.
  • Cornerstone Planning Group first reported a position in Fidelity Investment Grade Securitized ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Fidelity Investment Grade Securitized ETF position peaked at $81.7K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

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