KWM
FSYD icon

KW Wealth Management’s Fidelity Sustainable High Yield ETF FSYD Stock Holding History

KW Wealth Management’s Portfolio FSYD Stock Details FSYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,990
Closed -$242K – 22
2025
Q4 		$242K Buy
+4,990
New +$242K 0.37% 68

Other funds holding FSYD

PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

KW Wealth Management's FSYD Position: Q1 2026 in Review

KW Wealth Management sold out of Fidelity Sustainable High Yield ETF (FSYD) in Q1 2026, closing a stake of 4,990 shares — an estimated $242K sold.

KW Wealth Management first reported a position in FSYD in Q4 2025 and held it in 1 quarter. The position peaked at $242K in Q4 2025. 12 funds tracked by Wall St. Rank hold FSYD as of Q1 2026.

  • KW Wealth Management reported no remaining Fidelity Sustainable High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 4,990 Fidelity Sustainable High Yield ETF shares in Q1 2026, an estimated $242K.
  • KW Wealth Management first reported a position in Fidelity Sustainable High Yield ETF in Q4 2025 and held it in 1 quarter.
  • KW Wealth Management's Fidelity Sustainable High Yield ETF position peaked at $242K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Fidelity Sustainable High Yield ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.