Avantax Advisory Services’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Avantax Advisory Services’s Portfolio FCOR Stock Details FCOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,312	Closed	-$247K	–	2092
2024 Q1	$247K	Sell	5,312 -956	-15%	-$44.4K	﹤0.01%	1412
2023 Q4	$295K	Buy	6,268 +68	+1%	+$3.03K	﹤0.01%	1244
2023 Q3	$271K	Buy	6,200 +55	+0.9%	+$2.48K	﹤0.01%	1254
2023 Q2	$281K	Sell	6,145 -1,155	-16%	-$52.9K	﹤0.01%	1219
2023 Q1	$337K	Buy	7,300 +951	+15%	+$43.7K	﹤0.01%	1086
2022 Q4	$285K	Buy	6,349 +1,677	+36%	+$74.6K	﹤0.01%	1135
2022 Q3	$205K	Buy	4,672 +62	+1%	+$2.88K	﹤0.01%	1205
2022 Q2	$214K	Buy	4,610 +52	+1%	+$2.48K	﹤0.01%	1170
2022 Q1	$231K	Buy	4,558 +243	+6%	+$12.7K	﹤0.01%	1126
2021 Q4	$237K	Buy	4,315 +133	+3%	+$7.35K	﹤0.01%	1092
2021 Q3	$232K	Buy	4,182 +69	+2%	+$3.87K	﹤0.01%	1037
2021 Q2	$232K	Buy	+4,113	New	+$226K	﹤0.01%	1007

Other funds holding FCOR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Advisory Services's FCOR Position: Q2 2024 in Review

Avantax Advisory Services sold out of Fidelity Corporate Bond ETF (FCOR) in Q2 2024, closing a stake of 5,312 shares — an estimated $247K sold.

Avantax Advisory Services first reported a position in FCOR in Q2 2021 and held it in 12 quarters. The position peaked at $337K in Q1 2023. 48 funds tracked by Wall St. Rank hold FCOR as of Q2 2024.

Avantax Advisory Services reported no remaining Fidelity Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Avantax Advisory Services sold 5,312 Fidelity Corporate Bond ETF shares in Q2 2024, an estimated $247K.
Avantax Advisory Services first reported a position in Fidelity Corporate Bond ETF in Q2 2021 and held it in 12 quarters.
Avantax Advisory Services's Fidelity Corporate Bond ETF position peaked at $337K in Q1 2023.
48 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.