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 Q3	$1.77M	Sell	42,372 -26,185	-38%	-$1.13M	﹤0.01%	1752
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's FSEC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Fidelity Investment Grade Securitized ETF (FSEC) stake by 38% in Q3 2026, selling an estimated $1.13M and leaving 42,372 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Wealth Enhancement Advisory Services first reported a position in FSEC in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.56M in Q1 2025. 26 funds tracked by Wall St. Rank hold FSEC as of Q3 2026.

Wealth Enhancement Advisory Services held 42,372 shares of Fidelity Investment Grade Securitized ETF worth $1.77M as of Q3 2026.
Wealth Enhancement Advisory Services sold 26,185 Fidelity Investment Grade Securitized ETF shares in Q3 2026, an estimated $1.13M.
Fidelity Investment Grade Securitized ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1752 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity Investment Grade Securitized ETF in Q4 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Fidelity Investment Grade Securitized ETF position peaked at $3.56M in Q1 2025.
26 funds tracked by Wall St. Rank held Fidelity Investment Grade Securitized ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.