KW Wealth Management
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

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Money Concepts Capital
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Citadel Advisors
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Clarity Asset Management
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 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.