TPWA
FSEC icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Twin Peaks Wealth Advisors's FSEC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Fidelity Investment Grade Securitized ETF (FSEC) in Q1 2026: 184 shares worth $8.06K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FSEC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FSEC in Q2 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold FSEC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 184 shares of Fidelity Investment Grade Securitized ETF worth $8.06K as of Q1 2026.
  • Fidelity Investment Grade Securitized ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Fidelity Investment Grade Securitized ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1165 holding.
  • Twin Peaks Wealth Advisors first reported a position in Fidelity Investment Grade Securitized ETF in Q2 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.