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Synergy Asset Management’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Synergy Asset Management’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 		$618K Buy
+14,101
New +$620K 0.06% 139

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JWCA
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SWP
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Synergy Asset Management's FSEC Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Fidelity Investment Grade Securitized ETF (FSEC) in Q2 2026: 14,101 shares worth $618K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings.

13 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

  • Synergy Asset Management held 14,101 shares of Fidelity Investment Grade Securitized ETF worth $618K as of Q2 2026.
  • Fidelity Investment Grade Securitized ETF was a new Synergy Asset Management position in Q2 2026.
  • Fidelity Investment Grade Securitized ETF made up 0.06% of Synergy Asset Management's portfolio in Q2 2026, its #139 holding.
  • 13 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.