KFA
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Kapstone Financial Advisors’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Kapstone Financial Advisors’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$750K Buy
+15,915
New +$761K 0.37% 49

Other funds holding FCOR

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $123M AUM 17.15% 1-Year Est. Return

Kapstone Financial Advisors's FCOR Position: Q1 2026 in Review

Kapstone Financial Advisors opened a new position in Fidelity Corporate Bond ETF (FCOR) in Q1 2026: 15,915 shares worth $750K. The stake represents 0.37% of the portfolio and ranks #49 among its holdings.

70 funds tracked by Wall St. Rank hold FCOR as of Q1 2026.

  • Kapstone Financial Advisors held 15,915 shares of Fidelity Corporate Bond ETF worth $750K as of Q1 2026.
  • Fidelity Corporate Bond ETF was a new Kapstone Financial Advisors position in Q1 2026.
  • Fidelity Corporate Bond ETF made up 0.37% of Kapstone Financial Advisors's portfolio in Q1 2026, its #49 holding.
  • 70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.