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

Other funds holding FSEC

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Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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.

51 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.
51 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.