Sound Income Strategies’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Sound Income Strategies’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 Q2	–	Sell	-116	Closed	-$5.09K	–	1166
2026 Q1	$5.09K	Hold	116	–	–	﹤0.01%	1814
2025 Q4	$5.13K	Hold	116	–	–	﹤0.01%	1792
2025 Q3	$5.14K	Buy	+116	New	+$5.07K	﹤0.01%	1168

Other funds holding FSEC

GWSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

RFP

RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sound Income Strategies's FSEC Position: Q2 2026 in Review

Sound Income Strategies sold out of Fidelity Investment Grade Securitized ETF (FSEC) in Q2 2026, closing a stake of 116 shares — an estimated $5.09K sold.

Sound Income Strategies first reported a position in FSEC in Q3 2025 and held it in 3 quarters. The position peaked at $5.14K in Q3 2025. 24 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

Sound Income Strategies reported no remaining Fidelity Investment Grade Securitized ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 116 Fidelity Investment Grade Securitized ETF shares in Q2 2026, an estimated $5.09K.
Sound Income Strategies first reported a position in Fidelity Investment Grade Securitized ETF in Q3 2025 and held it in 3 quarters.
Sound Income Strategies's Fidelity Investment Grade Securitized ETF position peaked at $5.14K in Q3 2025.
24 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.