AssuredPartners Investment Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$705K	Sell	9,519 -664	-7%	-$49.2K	0.17%	104
2025 Q1	$708K	Buy	10,183 +112	+1%	+$7.79K	0.14%	161
2024 Q4	$692K	Buy	+10,071	New	+$692K	0.13%	158