AWM
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Activest Wealth Management’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Activest Wealth Management’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,001
Closed -$52.6K – 357
2023
Q2 		$52.6K Buy
+1,001
New +$45.8K 0.04% 66

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RL
Retireful LLC Haslett, Michigan $107M AUM 165.49% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Activest Wealth Management's FCOR Position: Q3 2023 in Review

Activest Wealth Management sold out of Fidelity Corporate Bond ETF (FCOR) in Q3 2023, closing a stake of 1,001 shares — an estimated $52.6K sold.

Activest Wealth Management first reported a position in FCOR in Q2 2023 and held it in 1 quarter. The position peaked at $52.6K in Q2 2023. 45 funds tracked by Wall St. Rank hold FCOR as of Q3 2023.

  • Activest Wealth Management reported no remaining Fidelity Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,001 Fidelity Corporate Bond ETF shares in Q3 2023, an estimated $52.6K.
  • Activest Wealth Management first reported a position in Fidelity Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Activest Wealth Management's Fidelity Corporate Bond ETF position peaked at $52.6K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.