Valmark Advisers’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Valmark Advisers’s Portfolio FCOR Stock Details FCOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Buy	39,604 +1,641	+4%	+$77.5K	0.02%	278
2026 Q1	$1.79M	Sell	37,963 -362	-0.9%	-$17.3K	0.02%	265
2025 Q4	$1.83M	Buy	38,325 +663	+2%	+$31.9K	0.02%	257
2025 Q3	$1.81M	Sell	37,662 -5,239	-12%	-$249K	0.02%	245
2025 Q2	$2.03M	Buy	42,901 +1,832	+4%	+$85.3K	0.03%	222
2025 Q1	$1.93M	Sell	41,069 -1,311	-3%	-$61.2K	0.03%	214
2024 Q4	$1.97M	Buy	42,380 +3,260	+8%	+$154K	0.03%	205
2024 Q3	$1.89M	Sell	39,120 -2,427	-6%	-$115K	0.03%	205
2024 Q2	$1.91M	Buy	41,547 +2,455	+6%	+$113K	0.03%	185
2024 Q1	$1.82M	Buy	39,092 +26	+0.1%	+$1.21K	0.03%	182
2023 Q4	$1.84M	Buy	39,066 +968	+3%	+$43.2K	0.03%	177
2023 Q3	$1.67M	Buy	+38,098	New	+$1.71M	0.03%	165

Other funds holding FCOR

KAS

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFA

Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LCG

Lakeshore Capital Group Rolling Meadows, Illinois $135M AUM 22.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers's FCOR Position: Q2 2026 in Review

Valmark Advisers increased its Fidelity Corporate Bond ETF (FCOR) stake by 4.3% in Q2 2026, buying an estimated $77.5K and bringing the position to 39,604 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #278.

Valmark Advisers first reported a position in FCOR in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.03M in Q2 2025. 70 funds tracked by Wall St. Rank hold FCOR as of Q2 2026.

Valmark Advisers held 39,604 shares of Fidelity Corporate Bond ETF worth $1.87M as of Q2 2026.
Valmark Advisers bought 1,641 Fidelity Corporate Bond ETF shares in Q2 2026, an estimated $77.5K.
Fidelity Corporate Bond ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #278 holding.
Valmark Advisers first reported a position in Fidelity Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Valmark Advisers's Fidelity Corporate Bond ETF position peaked at $2.03M in Q2 2025.
70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.