OneAscent Financial Services’s Fidelity Sustainable High Yield ETF FSYD Stock Holding History

OneAscent Financial Services’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
2025 Q2	–	Sell	-16,652	Closed	-$782K	–	546
2025 Q1	$782K	Buy	+16,652	New	+$794K	0.05%	242

Other funds holding FSYD

PWA

Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneAscent Financial Services's FSYD Position: Q2 2025 in Review

OneAscent Financial Services sold out of Fidelity Sustainable High Yield ETF (FSYD) in Q2 2025, closing a stake of 16,652 shares — an estimated $782K sold.

OneAscent Financial Services first reported a position in FSYD in Q1 2025 and held it in 1 quarter. The position peaked at $782K in Q1 2025. 5 funds tracked by Wall St. Rank hold FSYD as of Q2 2025.

OneAscent Financial Services reported no remaining Fidelity Sustainable High Yield ETF position as of Q2 2025 after selling out during the quarter.
OneAscent Financial Services sold 16,652 Fidelity Sustainable High Yield ETF shares in Q2 2025, an estimated $782K.
OneAscent Financial Services first reported a position in Fidelity Sustainable High Yield ETF in Q1 2025 and held it in 1 quarter.
OneAscent Financial Services's Fidelity Sustainable High Yield ETF position peaked at $782K in Q1 2025.
5 funds tracked by Wall St. Rank held Fidelity Sustainable High Yield ETF as of Q2 2025.

Based on OneAscent Financial Services's 13F filing for Q2 2025, filed 12 Aug 2025.