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 Q1	$1.19M	Buy	+27,082	New	+$1.2M	0.62%	27

Other funds holding FSEC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

RCS Financial Planning's FSEC Position: Q1 2026 in Review

RCS Financial Planning opened a new position in Fidelity Investment Grade Securitized ETF (FSEC) in Q1 2026: 27,082 shares worth $1.19M. The stake represents 0.62% of the portfolio and ranks #27 among its holdings.

46 funds tracked by Wall St. Rank hold FSEC as of Q1 2026.

RCS Financial Planning held 27,082 shares of Fidelity Investment Grade Securitized ETF worth $1.19M as of Q1 2026.
Fidelity Investment Grade Securitized ETF was a new RCS Financial Planning position in Q1 2026.
Fidelity Investment Grade Securitized ETF made up 0.62% of RCS Financial Planning's portfolio in Q1 2026, its #27 holding.
46 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.