Cornerstone Planning Group
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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
Q3 		– Sell
-1,845
Closed -$80K – 729
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

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Cornerstone Planning Group's FSEC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Fidelity Investment Grade Securitized ETF (FSEC) in Q3 2026, closing a stake of 1,845 shares — an estimated $80K sold.

Cornerstone Planning Group first reported a position in FSEC in Q3 2025 and held it in 4 quarters. The position peaked at $81.7K in Q4 2025. 8 funds tracked by Wall St. Rank hold FSEC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Fidelity Investment Grade Securitized ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,845 Fidelity Investment Grade Securitized ETF shares in Q3 2026, an estimated $80K.
  • Cornerstone Planning Group first reported a position in Fidelity Investment Grade Securitized ETF in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's Fidelity Investment Grade Securitized ETF position peaked at $81.7K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.