Twin Peaks Wealth Advisors’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Twin Peaks Wealth Advisors’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	-184	Closed	-$8.06K	–	960
2026 Q1	$8.06K	Buy	+184	New	+$8.15K	﹤0.01%	1165
2025 Q3	–	Sell	-87	Closed	-$3.8K	–	884
2025 Q2	$3.8K	Buy	+87	New	+$3.75K	﹤0.01%	1420

Other funds holding FSEC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

Twin Peaks Wealth Advisors's FSEC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Fidelity Investment Grade Securitized ETF (FSEC) in Q2 2026, closing a stake of 184 shares — an estimated $8.06K sold.

Twin Peaks Wealth Advisors first reported a position in FSEC in Q2 2025 and held it in 2 quarters. The position peaked at $8.06K in Q1 2026. 51 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Fidelity Investment Grade Securitized ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 184 Fidelity Investment Grade Securitized ETF shares in Q2 2026, an estimated $8.06K.
Twin Peaks Wealth Advisors first reported a position in Fidelity Investment Grade Securitized ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Fidelity Investment Grade Securitized ETF position peaked at $8.06K in Q1 2026.
51 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.