Evergreen Wealth Solutions’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Evergreen Wealth Solutions’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	$1.18M	Sell	27,216 -118,218	-81%	-$5.19M	0.06%	183
2026 Q1	$6.38M	Buy	145,434 +602	+0.4%	+$26.7K	0.45%	45
2025 Q4	$6.39M	Buy	+144,832	New	+$6.44M	0.89%	22

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

Evergreen Wealth Solutions's FSEC Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Fidelity Investment Grade Securitized ETF (FSEC) stake by 81% in Q2 2026, selling an estimated $5.19M and leaving 27,216 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #183.

Evergreen Wealth Solutions first reported a position in FSEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.39M in Q4 2025. 51 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

Evergreen Wealth Solutions held 27,216 shares of Fidelity Investment Grade Securitized ETF worth $1.18M as of Q2 2026.
Evergreen Wealth Solutions sold 118,218 Fidelity Investment Grade Securitized ETF shares in Q2 2026, an estimated $5.19M.
Fidelity Investment Grade Securitized ETF made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #183 holding.
Evergreen Wealth Solutions first reported a position in Fidelity Investment Grade Securitized ETF in Q4 2025 and has held it in 3 quarters since.
Evergreen Wealth Solutions's Fidelity Investment Grade Securitized ETF position peaked at $6.39M in Q4 2025.
51 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.