Aspire Private Capital’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Aspire Private Capital’s Portfolio FNCL Stock Details FNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-52	Closed	-$3.3K	–	331
2024 Q3	$3.3K	Hold	52	–	–	﹤0.01%	507
2024 Q2	$2.98K	Buy	52 +1	+2%	+$58	﹤0.01%	524
2024 Q1	$3.05K	Hold	51	–	–	﹤0.01%	545
2023 Q4	$2.73K	Buy	51 +1	+2%	+$49	﹤0.01%	535
2023 Q3	$2.37K	Sell	50 -1	-2%	-$48	﹤0.01%	550
2023 Q2	$2.38K	Buy	51 +1	+2%	+$45	﹤0.01%	529
2023 Q1	$2.27K	Buy	+50	New	+$2.45K	﹤0.01%	529

Other funds holding FNCL

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return