Aptus Capital Advisors’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Aptus Capital Advisors’s Portfolio FCPI Stock Details FCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,175	Closed	-$38.6K	–	909
2023 Q2	$38.6K	Buy	+1,175	New	+$37.3K	﹤0.01%	608
2022 Q1	–	Sell	-707	Closed	-$24K	–	693
2021 Q4	$24K	Buy	+707	New	+$23.1K	﹤0.01%	456

Other funds holding FCPI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aptus Capital Advisors's FCPI Position: Q3 2023 in Review

Aptus Capital Advisors sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q3 2023, closing a stake of 1,175 shares — an estimated $38.6K sold.

Aptus Capital Advisors first reported a position in FCPI in Q4 2021 and held it in 2 quarters. The position peaked at $38.6K in Q2 2023. 29 funds tracked by Wall St. Rank hold FCPI as of Q3 2023.

Aptus Capital Advisors reported no remaining Fidelity Stocks for Inflation ETF position as of Q3 2023 after selling out during the quarter.
Aptus Capital Advisors sold 1,175 Fidelity Stocks for Inflation ETF shares in Q3 2023, an estimated $38.6K.
Aptus Capital Advisors first reported a position in Fidelity Stocks for Inflation ETF in Q4 2021 and held it in 2 quarters.
Aptus Capital Advisors's Fidelity Stocks for Inflation ETF position peaked at $38.6K in Q2 2023.
29 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2023.

Based on Aptus Capital Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.