Global Wealth Strategies & Associates FSEC — FIDELITY INVESTMENT GRADE SECURITIZED ETF

Ownership history in Global Wealth Strategies & Associates  ·  3 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported FIDELITY INVESTMENT GRADE SECURITIZED ETF (FSEC) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 2.03% in 2026 Q1. The latest visible filing shows FSEC at 1.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FSEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in FIDELITY INVESTMENT GRADE SECURITIZED ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FSEC was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held FSEC — position size vs. price
% of Fund (quarterly)    FSEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 219,134 +6,073 +2.9% 1.68% $9.2M 2026-10-02 $41.55
2026 Q2 ADDED — — — 213,061 +24,332 +12.9% 1.77% $9.3M 2026-07-01 $43.23
2026 Q1 INITIATED — — — 188,729 — — 2.03% $8.3M 2026-04-03 $43.03

FAQ About Global Wealth Strategies & Associates and FSEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning FSEC?

Global Wealth Strategies & Associates reported FSEC across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported FSEC position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for FSEC was 2.03% in 2026 Q1.

What is the latest reported FSEC position on this page?

The most recent filing on this page is 2026 Q3, when Global Wealth Strategies & Associates reported 219,134 shares, equal to 1.68% of portfolio, with an estimated market value of $9.2M.

What does the chart on this FSEC ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly FSEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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