Activest Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Activest Wealth Management’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-23	Closed	-$767	–	1399
2026 Q1	$767	Buy	23 +1	+5%	+$30	﹤0.01%	1044
2025 Q4	$556	Hold	22	–	–	﹤0.01%	991
2025 Q3	$552	Sell	22 -17	-44%	-$411	﹤0.01%	955
2025 Q2	$903	Buy	39 +1	+3%	+$23	﹤0.01%	783
2025 Q1	$977	Hold	38	–	–	﹤0.01%	769
2024 Q4	$907	Hold	38	–	–	﹤0.01%	471
2024 Q3	$911	Hold	38	–	–	﹤0.01%	463
2024 Q2	$943	Buy	38 +1	+3%	+$26	﹤0.01%	437
2024 Q1	$967	Hold	37	–	–	﹤0.01%	332
2023 Q4	$857	Hold	37	–	–	﹤0.01%	291
2023 Q3	$920	Buy	+37	New	+$889	﹤0.01%	299

Other funds holding FENY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Activest Wealth Management's FENY Position: Q2 2026 in Review

Activest Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 23 shares — an estimated $767 sold.

Activest Wealth Management first reported a position in FENY in Q3 2023 and held it in 11 quarters. The position peaked at $977 in Q1 2025. 101 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Activest Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 23 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $767.
Activest Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q3 2023 and held it in 11 quarters.
Activest Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $977 in Q1 2025.
101 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.