Lakeshore Capital Group’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Lakeshore Capital Group’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 Q2	$3.6M	Sell	76,351 -9,435	-11%	-$446K	2.66%	6
2026 Q1	$4.04M	Sell	85,786 -7,800	-8%	-$373K	3.3%	4
2025 Q4	$4.48M	Sell	93,586 -9,167	-9%	-$441K	3.58%	4
2025 Q3	$4.93M	Buy	102,753 +9,523	+10%	+$453K	3.98%	4
2025 Q2	$4.41M	Sell	93,230 -8,952	-9%	-$417K	3.91%	4
2025 Q1	$4.8M	Buy	+102,182	New	+$4.77M	4.63%	4

Other funds holding FCOR

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFA

Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lakeshore Capital Group's FCOR Position: Q2 2026 in Review

Lakeshore Capital Group reduced its Fidelity Corporate Bond ETF (FCOR) stake by 11% in Q2 2026, selling an estimated $446K and leaving 76,351 shares worth $3.6M. The position accounts for 2.66% of the portfolio, ranked #6.

Lakeshore Capital Group first reported a position in FCOR in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.93M in Q3 2025. 70 funds tracked by Wall St. Rank hold FCOR as of Q2 2026.

Lakeshore Capital Group held 76,351 shares of Fidelity Corporate Bond ETF worth $3.6M as of Q2 2026.
Lakeshore Capital Group sold 9,435 Fidelity Corporate Bond ETF shares in Q2 2026, an estimated $446K.
Fidelity Corporate Bond ETF made up 2.66% of Lakeshore Capital Group's portfolio in Q2 2026, its #6 holding.
Lakeshore Capital Group first reported a position in Fidelity Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Lakeshore Capital Group's Fidelity Corporate Bond ETF position peaked at $4.93M in Q3 2025.
70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.