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 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 $1.9T AUM 41.92% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

RFP

RCS Financial Planning Annapolis, Maryland $193M AUM 13.07% 1-Year Est. Return

Evergreen Wealth Solutions's FSEC Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 0.42% in Q1 2026, buying an estimated $26.7K and bringing the position to 145,434 shares worth $6.38M. The position accounts for 0.45% of the portfolio, ranked #45.

Evergreen Wealth Solutions first reported a position in FSEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.39M in Q4 2025. 46 funds tracked by Wall St. Rank hold FSEC as of Q1 2026.

Evergreen Wealth Solutions held 145,434 shares of Fidelity Investment Grade Securitized ETF worth $6.38M as of Q1 2026.
Evergreen Wealth Solutions bought 602 Fidelity Investment Grade Securitized ETF shares in Q1 2026, an estimated $26.7K.
Fidelity Investment Grade Securitized ETF made up 0.45% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #45 holding.
Evergreen Wealth Solutions first reported a position in Fidelity Investment Grade Securitized ETF in Q4 2025 and has held it in 2 quarters since.
Evergreen Wealth Solutions's Fidelity Investment Grade Securitized ETF position peaked at $6.39M in Q4 2025.
46 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.