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Valeo Financial Advisors’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Valeo Financial 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
-5,269
Closed -$231K – 854
2026
Q1 		$231K Buy
+5,269
New +$233K 0.01% 646

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MFN
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RFN
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SWP
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FFA
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Valeo Financial Advisors's FSEC Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Fidelity Investment Grade Securitized ETF (FSEC) in Q2 2026, closing a stake of 5,269 shares — an estimated $231K sold.

Valeo Financial Advisors first reported a position in FSEC in Q1 2026 and held it in 1 quarter. The position peaked at $231K in Q1 2026. 6 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

  • Valeo Financial Advisors reported no remaining Fidelity Investment Grade Securitized ETF position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,269 Fidelity Investment Grade Securitized ETF shares in Q2 2026, an estimated $231K.
  • Valeo Financial Advisors first reported a position in Fidelity Investment Grade Securitized ETF in Q1 2026 and held it in 1 quarter.
  • Valeo Financial Advisors's Fidelity Investment Grade Securitized ETF position peaked at $231K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.