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 Q2	$1.15M	Buy	26,212 +14,450	+123%	+$635K	﹤0.01%	2528
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's FSEC Position: Q2 2026 in Review

Creative Planning increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 123% in Q2 2026, buying an estimated $635K and bringing the position to 26,212 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

Creative Planning first reported a position in FSEC in Q2 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

Creative Planning held 26,212 shares of Fidelity Investment Grade Securitized ETF worth $1.15M as of Q2 2026.
Creative Planning bought 14,450 Fidelity Investment Grade Securitized ETF shares in Q2 2026, an estimated $635K.
Fidelity Investment Grade Securitized ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2528 holding.
Creative Planning first reported a position in Fidelity Investment Grade Securitized ETF in Q2 2025 and has held it in 3 quarters since.
51 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.