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Mission Wealth Management’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Mission Wealth Management’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
2025
Q3 		– Sell
-7,363
Closed -$321K – 719
2025
Q2 		$321K Buy
+7,363
New +$317K 0.01% 568

Other funds holding FSEC

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IA
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Mission Wealth Management's FSEC Position: Q3 2025 in Review

Mission Wealth Management sold out of Fidelity Investment Grade Securitized ETF (FSEC) in Q3 2025, closing a stake of 7,363 shares — an estimated $321K sold.

Mission Wealth Management first reported a position in FSEC in Q2 2025 and held it in 1 quarter. The position peaked at $321K in Q2 2025. 41 funds tracked by Wall St. Rank hold FSEC as of Q3 2025.

  • Mission Wealth Management reported no remaining Fidelity Investment Grade Securitized ETF position as of Q3 2025 after selling out during the quarter.
  • Mission Wealth Management sold 7,363 Fidelity Investment Grade Securitized ETF shares in Q3 2025, an estimated $321K.
  • Mission Wealth Management first reported a position in Fidelity Investment Grade Securitized ETF in Q2 2025 and held it in 1 quarter.
  • Mission Wealth Management's Fidelity Investment Grade Securitized ETF position peaked at $321K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q3 2025.

Based on Mission Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.