Abound Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Abound Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.35K	Sell	108 -19	-15%	-$1.36K	﹤0.01%	506
2026 Q1	$8.91K	Sell	127 -144	-53%	-$10.6K	﹤0.01%	577
2025 Q4	$20.1K	Buy	271 +53	+24%	+$3.82K	﹤0.01%	366
2025 Q3	$14.6K	Sell	218 -457	-68%	-$29.5K	﹤0.01%	421
2025 Q2	$43.2K	Buy	675 +457	+210%	+$29.1K	0.01%	219
2025 Q1	$14.9K	Hold	218	–	–	0.01%	346
2024 Q4	$14.2K	Hold	218	–	–	﹤0.01%	335
2024 Q3	$15.9K	Hold	218	–	–	0.01%	333
2024 Q2	$14.9K	Sell	218 -96	-31%	-$6.49K	0.01%	304
2024 Q1	$21.9K	Buy	314 +13	+4%	+$881	0.01%	233
2023 Q4	$19.5K	Buy	301 +1	+0.3%	+$61	0.01%	266
2023 Q3	$18.2K	Hold	300	–	–	0.01%	230
2023 Q2	$18.9K	Hold	300	–	–	0.01%	225
2023 Q1	$18.4K	Buy	300 +1	+0.3%	+$62	0.01%	218
2022 Q4	$19.2K	Hold	299	–	–	0.01%	194
2022 Q3	$17.2K	Hold	299	–	–	0.01%	208
2022 Q2	$18.1K	Buy	+299	New	+$18.6K	0.01%	83

Other funds holding FHLC

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return