Accel Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Accel Wealth Management’s Portfolio FNCL Stock Details FNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-691	Closed	-$31.2K	–	410
2023 Q1	$31.2K	Hold	691	–	–	0.01%	589
2022 Q4	$33.1K	Hold	691	–	–	0.02%	437
2022 Q3	$32K	Hold	691	–	–	0.02%	453
2022 Q2	$31K	Hold	691	–	–	0.02%	442
2022 Q1	$37K	Hold	691	–	–	0.02%	424
2021 Q4	$39K	Hold	691	–	–	0.02%	422
2021 Q3	$37K	Hold	691	–	–	0.02%	378
2021 Q2	$36K	Hold	691	–	–	0.02%	402
2021 Q1	$34K	Hold	691	–	–	0.03%	388
2020 Q4	$29K	Buy	+691	New	+$26.4K	0.03%	409

Other funds holding FNCL

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return