Sigma Planning Corp’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Sigma Planning Corp’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
2025 Q4	–	Sell	-4,590	Closed	-$220K	–	1326
2025 Q3	$220K	Buy	+4,590	New	+$218K	0.01%	1179
2025 Q2	–	Sell	-4,306	Closed	-$202K	–	1274
2025 Q1	$202K	Sell	4,306 -1,023	-19%	-$47.7K	0.01%	1123
2024 Q4	$247K	Buy	5,329 +456	+9%	+$21.5K	0.01%	1003
2024 Q3	$236K	Sell	4,873 -165	-3%	-$7.85K	0.01%	1063
2024 Q2	$232K	Sell	5,038 -177	-3%	-$8.13K	0.01%	1024
2024 Q1	$243K	Buy	+5,215	New	+$242K	0.01%	1050
2023 Q4	–	Sell	-5,377	Closed	-$235K	–	956
2023 Q3	$235K	Buy	5,377 +29	+0.5%	+$1.3K	0.01%	1022
2023 Q2	$245K	Buy	+5,348	New	+$245K	0.01%	1015
2022 Q1	–	Sell	-6,050	Closed	-$333K	–	1404
2021 Q4	$333K	Sell	6,050 -2,751	-31%	-$152K	0.01%	1027
2021 Q3	$487K	Sell	8,801 -1,231	-12%	-$69.1K	0.01%	832
2021 Q2	$559K	Sell	10,032 -1,264	-11%	-$69.5K	0.02%	785
2021 Q1	$612K	Sell	11,296 -406	-3%	-$22.5K	0.02%	690
2020 Q4	$670K	Buy	11,702 +932	+9%	+$52.7K	0.02%	571
2020 Q3	$602K	Sell	10,770 -580	-5%	-$32.7K	0.02%	547
2020 Q2	$629K	Buy	11,350 +547	+5%	+$29.2K	0.03%	509
2020 Q1	$541K	Buy	10,803 +957	+10%	+$50.6K	0.03%	470
2019 Q4	$522K	Buy	9,846 +1,758	+22%	+$93.1K	0.02%	584
2019 Q3	$429K	Buy	8,088 +2,690	+50%	+$141K	0.02%	634
2019 Q2	$279K	Sell	5,398 -25	-0.5%	-$1.26K	0.01%	757
2019 Q1	$272K	Buy	+5,423	New	+$265K	0.02%	717
2018 Q4	–	Sell	-18,700	Closed	-$908K	–	883
2018 Q3	$908K	Buy	18,700 +2,947	+19%	+$143K	0.05%	318
2018 Q2	$758K	Sell	15,753 -160	-1%	-$7.77K	0.05%	351
2018 Q1	$781K	Buy	15,913 +3,043	+24%	+$151K	0.06%	324
2017 Q4	$656K	Sell	12,870 -10,386	-45%	-$528K	0.05%	361
2017 Q3	$1.18M	Buy	23,256 +5,948	+34%	+$302K	0.1%	230
2017 Q2	$875K	Buy	17,308 +5,923	+52%	+$299K	0.08%	269
2017 Q1	$569K	Buy	11,385 +3,978	+54%	+$198K	0.06%	358
2016 Q4	$366K	Buy	7,407 +2,036	+38%	+$102K	0.04%	461
2016 Q3	$276K	Buy	+5,371	New	+$275K	0.03%	545

Other funds holding FCOR

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

SFA

Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 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

Sigma Planning Corp's FCOR Position: Q4 2025 in Review

Sigma Planning Corp sold out of Fidelity Corporate Bond ETF (FCOR) in Q4 2025, closing a stake of 4,590 shares — an estimated $220K sold.

Sigma Planning Corp first reported a position in FCOR in Q3 2016 and held it in 29 quarters. The position peaked at $1.18M in Q3 2017. 70 funds tracked by Wall St. Rank hold FCOR as of Q4 2025.

Sigma Planning Corp reported no remaining Fidelity Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Sigma Planning Corp sold 4,590 Fidelity Corporate Bond ETF shares in Q4 2025, an estimated $220K.
Sigma Planning Corp first reported a position in Fidelity Corporate Bond ETF in Q3 2016 and held it in 29 quarters.
Sigma Planning Corp's Fidelity Corporate Bond ETF position peaked at $1.18M in Q3 2017.
70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.