Atria Investments’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Atria Investments’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
2026 Q2	$623K	Sell	11,402 -7,038	-38%	-$375K	0.01%	1395
2026 Q1	$907K	Sell	18,440 -165,664	-90%	-$8.35M	0.01%	1111
2025 Q4	$9.11M	Sell	184,104 -4,889	-3%	-$244K	0.1%	214
2025 Q3	$9.47M	Buy	188,993 +15,266	+9%	+$732K	0.11%	205
2025 Q2	$8.1M	Buy	+173,727	New	+$7.61M	0.1%	241

Other funds holding FCPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atria Investments's FCPI Position: Q2 2026 in Review

Atria Investments reduced its Fidelity Stocks for Inflation ETF (FCPI) stake by 38% in Q2 2026, selling an estimated $375K and leaving 11,402 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #1395.

Atria Investments first reported a position in FCPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.47M in Q3 2025. 50 funds tracked by Wall St. Rank hold FCPI as of Q2 2026.

Atria Investments held 11,402 shares of Fidelity Stocks for Inflation ETF worth $623K as of Q2 2026.
Atria Investments sold 7,038 Fidelity Stocks for Inflation ETF shares in Q2 2026, an estimated $375K.
Fidelity Stocks for Inflation ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1395 holding.
Atria Investments first reported a position in Fidelity Stocks for Inflation ETF in Q2 2025 and has held it in 5 quarters since.
Atria Investments's Fidelity Stocks for Inflation ETF position peaked at $9.47M in Q3 2025.
50 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.