AWM
FLTB icon

Apollon Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Apollon Wealth Management’s Portfolio FLTB Stock Details FLTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,014
Closed -$406K – 1429
2025
Q4 		$406K Hold
8,014
– – 0.01% 920
2025
Q3 		$406K Hold
8,014
– – 0.01% 911
2025
Q2 		$404K Hold
8,014
– – 0.01% 885
2025
Q1 		$401K Hold
8,014
– – 0.01% 843
2024
Q4 		$398K Hold
8,014
– – 0.01% 836
2024
Q3 		$404K Sell
8,014
-2,114
-21% -$106K 0.01% 805
2024
Q2 		$497K Sell
10,128
-1,500
-13% -$73.4K 0.02% 683
2024
Q1 		$570K Hold
11,628
– – 0.02% 647
2023
Q4 		$572K Buy
11,628
+1,000
+9% +$48.3K 0.02% 612
2023
Q3 		$508K Buy
+10,628
New +$511K 0.03% 549

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $198M AUM 16.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return