Focus Partners Wealth
FSEC icon

Focus Partners Wealth’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Focus Partners Wealth’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 		$732K Buy
16,705
+8,053
+93% +$354K ﹤0.01% 1773
2026
Q1 		$379K Buy
+8,652
New +$383K ﹤0.01% 2056

Other funds holding FSEC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Citadel Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Focus Partners Wealth's FSEC Position: Q2 2026 in Review

Focus Partners Wealth increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 93% in Q2 2026, buying an estimated $354K and bringing the position to 16,705 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Focus Partners Wealth first reported a position in FSEC in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

  • Focus Partners Wealth held 16,705 shares of Fidelity Investment Grade Securitized ETF worth $732K as of Q2 2026.
  • Focus Partners Wealth bought 8,053 Fidelity Investment Grade Securitized ETF shares in Q2 2026, an estimated $354K.
  • Fidelity Investment Grade Securitized ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1773 holding.
  • Focus Partners Wealth first reported a position in Fidelity Investment Grade Securitized ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.