Wealth Enhancement Advisory Services’s Fidelity Investment Grade Securitized ETF FSEC Stock Holding History

Wealth Enhancement Advisory Services’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	$2.99M	Buy	68,557 +27,273	+66%	+$1.2M	0.01%	1322
2026 Q1	$1.82M	Sell	41,284 -25,211	-38%	-$1.12M	﹤0.01%	1444
2025 Q4	$2.94M	Buy	66,495 +13,542	+26%	+$602K	﹤0.01%	1311
2025 Q3	$2.35M	Sell	52,953 -12,982	-20%	-$568K	﹤0.01%	1346
2025 Q2	$2.85M	Sell	65,935 -15,849	-19%	-$683K	﹤0.01%	1180
2025 Q1	$3.56M	Buy	81,784 +31,427	+62%	+$1.35M	0.01%	967
2024 Q4	$2.14M	Buy	+50,357	New	+$2.17M	﹤0.01%	1149

Other funds holding FSEC

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

KAS

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

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

RFP

RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's FSEC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity Investment Grade Securitized ETF (FSEC) stake by 66% in Q2 2026, buying an estimated $1.2M and bringing the position to 68,557 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #1322.

Wealth Enhancement Advisory Services first reported a position in FSEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.56M in Q1 2025. 23 funds tracked by Wall St. Rank hold FSEC as of Q2 2026.

Wealth Enhancement Advisory Services held 68,557 shares of Fidelity Investment Grade Securitized ETF worth $2.99M as of Q2 2026.
Wealth Enhancement Advisory Services bought 27,273 Fidelity Investment Grade Securitized ETF shares in Q2 2026, an estimated $1.2M.
Fidelity Investment Grade Securitized ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1322 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity Investment Grade Securitized ETF in Q4 2024 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's Fidelity Investment Grade Securitized ETF position peaked at $3.56M in Q1 2025.
23 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.