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Action Point Financial Planning’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Action Point Financial Planning’s Portfolio FMAT Stock Details FMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.5K Buy
+778
New +$46.2K ﹤0.01% 854

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Action Point Financial Planning's FMAT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity MSCI Materials Index ETF (FMAT) in Q2 2026: 778 shares worth $45.5K. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings.

147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

  • Action Point Financial Planning held 778 shares of Fidelity MSCI Materials Index ETF worth $45.5K as of Q2 2026.
  • Fidelity MSCI Materials Index ETF was a new Action Point Financial Planning position in Q2 2026.
  • Fidelity MSCI Materials Index ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #854 holding.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.