Global Wealth Strategies & Associates’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Global Wealth Strategies & Associates’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	$9.34M	Buy	213,061 +24,332	+13%	+$1.07M	1.77%	14
2026 Q1	$8.27M	Buy	+188,729	New	+$8.36M	2.03%	11

Other funds holding FSEC

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

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Global Wealth Strategies & Associates's FSEC Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 13% in Q2 2026, buying an estimated $1.07M and bringing the position to 213,061 shares worth $9.34M. The position accounts for 1.77% of the portfolio, ranked #14.

Global Wealth Strategies & Associates first reported a position in FSEC in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

Global Wealth Strategies & Associates held 213,061 shares of Fidelity Investment Grade Securitized ETF worth $9.34M as of Q2 2026.
Global Wealth Strategies & Associates bought 24,332 Fidelity Investment Grade Securitized ETF shares in Q2 2026, an estimated $1.07M.
Fidelity Investment Grade Securitized ETF made up 1.77% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #14 holding.
Global Wealth Strategies & Associates first reported a position in Fidelity Investment Grade Securitized ETF in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.