Creative Planning
FCOR icon

Creative Planning’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Creative Planning’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
2024
Q3 		– Sell
-6,800
Closed -$313K – 3233
2024
Q2 		$313K Buy
+6,800
New +$312K ﹤0.01% 2305

Other funds holding FCOR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's FCOR Position: Q3 2024 in Review

Creative Planning sold out of Fidelity Corporate Bond ETF (FCOR) in Q3 2024, closing a stake of 6,800 shares — an estimated $313K sold.

Creative Planning first reported a position in FCOR in Q2 2024 and held it in 1 quarter. The position peaked at $313K in Q2 2024. 55 funds tracked by Wall St. Rank hold FCOR as of Q3 2024.

  • Creative Planning reported no remaining Fidelity Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 6,800 Fidelity Corporate Bond ETF shares in Q3 2024, an estimated $313K.
  • Creative Planning first reported a position in Fidelity Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Creative Planning's Fidelity Corporate Bond ETF position peaked at $313K in Q2 2024.
  • 55 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.