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

Creative Planning’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 		$516K Buy
+11,762
New +$521K ﹤0.01% 3007
2025
Q3 		– Sell
-7,200
Closed -$314K – 3950
2025
Q2 		$314K Buy
+7,200
New +$310K ﹤0.01% 2863

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

Creative Planning's FSEC Position: Q1 2026 in Review

Creative Planning opened a new position in Fidelity Investment Grade Securitized ETF (FSEC) in Q1 2026: 11,762 shares worth $516K. The stake represents ﹤0.01% of the portfolio and ranks #3007 among its holdings. This is a return to the name: Creative Planning previously reported a position in FSEC as recently as Q2 2025.

Creative Planning first reported a position in FSEC in Q2 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold FSEC as of Q1 2026.

  • Creative Planning held 11,762 shares of Fidelity Investment Grade Securitized ETF worth $516K as of Q1 2026.
  • Fidelity Investment Grade Securitized ETF was a new Creative Planning position in Q1 2026.
  • Fidelity Investment Grade Securitized ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3007 holding.
  • Creative Planning first reported a position in Fidelity Investment Grade Securitized ETF in Q2 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.