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Galvin Gaustad & Stein’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Galvin Gaustad & Stein’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 		$418K Buy
+9,543
New +$419K 0.03% 201

Other funds holding FSEC

GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 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
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
FWMP
Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $331M AUM 18.58% 1-Year Est. Return

Galvin Gaustad & Stein's FSEC Position: Q2 2026 in Review

Galvin Gaustad & Stein opened a new position in Fidelity Investment Grade Securitized ETF (FSEC) in Q2 2026: 9,543 shares worth $418K. The stake represents 0.03% of the portfolio and ranks #201 among its holdings.

17 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

  • Galvin Gaustad & Stein held 9,543 shares of Fidelity Investment Grade Securitized ETF worth $418K as of Q2 2026.
  • Fidelity Investment Grade Securitized ETF was a new Galvin Gaustad & Stein position in Q2 2026.
  • Fidelity Investment Grade Securitized ETF made up 0.03% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #201 holding.
  • 17 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.