AWM
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Apollon Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Apollon Wealth Management’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$261K Buy
1,254
+217
+21% +$47.7K ﹤0.01% 1180
2025
Q4 		$233K Buy
1,037
+1
+0.1% +$227 ﹤0.01% 1167
2025
Q3 		$230K Buy
1,036
+1
+0.1% +$208 ﹤0.01% 1166
2025
Q2 		$204K Buy
+1,035
New +$179K ﹤0.01% 1169
2025
Q1 		– Sell
-1,183
Closed -$219K – 1234
2024
Q4 		$219K Buy
+1,183
New +$216K 0.01% 1069
2024
Q1 		– Sell
-2,599
Closed -$373K – 1131
2023
Q4 		$373K Buy
2,599
+48
+2% +$6.36K 0.01% 761
2023
Q3 		$314K Sell
2,551
-892
-26% -$115K 0.02% 686
2023
Q2 		$450K Buy
+3,443
New +$409K 0.02% 625

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Bank of America
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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return