Salus Financial Advisors’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Salus Financial Advisors’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	$7.43M	Buy	157,664 +11,928	+8%	+$570K	4.33%	8
2025 Q4	$6.97M	Buy	145,736 +6,766	+5%	+$326K	4.18%	8
2025 Q3	$6.67M	Buy	138,970 +3,039	+2%	+$145K	4.11%	8
2025 Q2	$6.43M	Buy	135,931 +90,870	+202%	+$4.23M	4.32%	7
2025 Q1	$2.12M	Buy	45,061 +4,244	+10%	+$198K	1.6%	13
2024 Q4	$1.89M	Buy	+40,817	New	+$1.93M	1.48%	16

Other funds holding FCOR

KAS

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

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

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

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

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 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

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

Salus Financial Advisors's FCOR Position: Q1 2026 in Review

Salus Financial Advisors increased its Fidelity Corporate Bond ETF (FCOR) stake by 8.2% in Q1 2026, buying an estimated $570K and bringing the position to 157,664 shares worth $7.43M. The position accounts for 4.33% of the portfolio, ranked #8.

Salus Financial Advisors first reported a position in FCOR in Q4 2024 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold FCOR as of Q1 2026.

Salus Financial Advisors held 157,664 shares of Fidelity Corporate Bond ETF worth $7.43M as of Q1 2026.
Salus Financial Advisors bought 11,928 Fidelity Corporate Bond ETF shares in Q1 2026, an estimated $570K.
Fidelity Corporate Bond ETF made up 4.33% of Salus Financial Advisors's portfolio in Q1 2026, its #8 holding.
Salus Financial Advisors first reported a position in Fidelity Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.