SWP
FCOR icon

Sagespring Wealth Partners’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Sagespring Wealth Partners’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
Q1 		– Sell
-5,205,000
Closed -$5.21M – 808
2025
Q4 		$5.21M Hold
5,205,000
– – 0.09% 106
2025
Q3 		$5.21M Hold
5,205,000
– – 0.1% 101
2025
Q2 		$5.21M Hold
5,205,000
– – 0.11% 96
2025
Q1 		$5.21M Buy
5,205,000
+102,000
+2% +$4.76M 0.13% 85
2024
Q4 		$5.1M Buy
+5,103,000
New +$241M 0.13% 76

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Cetera Investment Advisers
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $123M AUM 17.15% 1-Year Est. Return

Sagespring Wealth Partners's FCOR Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Fidelity Corporate Bond ETF (FCOR) in Q1 2026, closing a stake of 5,205,000 shares — an estimated $5.21M sold.

Sagespring Wealth Partners first reported a position in FCOR in Q4 2024 and held it in 5 quarters. The position peaked at $5.21M in Q4 2025. 70 funds tracked by Wall St. Rank hold FCOR as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Fidelity Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 5,205,000 Fidelity Corporate Bond ETF shares in Q1 2026, an estimated $5.21M.
  • Sagespring Wealth Partners first reported a position in Fidelity Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
  • Sagespring Wealth Partners's Fidelity Corporate Bond ETF position peaked at $5.21M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.