RCS Financial Planning’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

RCS Financial Planning’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
2026 Q3	–	Sell	-27,097	Closed	-$1.19M	–	102
2026 Q2	$1.19M	Buy	27,097 +15	+0.1%	+$659	0.56%	29
2026 Q1	$1.19M	Buy	+27,082	New	+$1.2M	0.62%	27

Other funds holding FSEC

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RCS Financial Planning's FSEC Position: Q3 2026 in Review

RCS Financial Planning sold out of Fidelity Investment Grade Securitized ETF (FSEC) in Q3 2026, closing a stake of 27,097 shares — an estimated $1.19M sold.

RCS Financial Planning first reported a position in FSEC in Q1 2026 and held it in 2 quarters. The position peaked at $1.19M in Q2 2026. 6 funds tracked by Wall St. Rank hold FSEC as of Q3 2026.

RCS Financial Planning reported no remaining Fidelity Investment Grade Securitized ETF position as of Q3 2026 after selling out during the quarter.
RCS Financial Planning sold 27,097 Fidelity Investment Grade Securitized ETF shares in Q3 2026, an estimated $1.19M.
RCS Financial Planning first reported a position in Fidelity Investment Grade Securitized ETF in Q1 2026 and held it in 2 quarters.
RCS Financial Planning's Fidelity Investment Grade Securitized ETF position peaked at $1.19M in Q2 2026.
6 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.