Avantax Advisory Services’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,223	Closed	-$446K	–	2391
2025 Q1	$446K	Sell	9,223 -30,866	-77%	-$1.53M	﹤0.01%	1576
2024 Q4	$1.93M	Buy	40,089 +10,252	+34%	+$541K	0.01%	721
2024 Q3	$1.62M	Buy	29,837 +24,681	+479%	+$1.26M	0.01%	793
2024 Q2	$255K	Sell	5,156 -252	-5%	-$12.8K	﹤0.01%	1806
2024 Q1	$283K	Sell	5,408 -35,253	-87%	-$1.71M	﹤0.01%	1331
2023 Q4	$1.98M	Buy	40,661 +2,832	+7%	+$127K	0.02%	501
2023 Q3	$1.67M	Sell	37,829 -888	-2%	-$41.1K	0.02%	514
2023 Q2	$1.81M	Buy	38,717 +5,359	+16%	+$240K	0.02%	483
2023 Q1	$1.52M	Buy	33,358 +5,375	+19%	+$246K	0.02%	523
2022 Q4	$1.22M	Buy	27,983 +3,152	+13%	+$136K	0.02%	564
2022 Q3	$944K	Buy	24,831 +4,235	+21%	+$179K	0.01%	572
2022 Q2	$844K	Buy	20,596 +10,287	+100%	+$482K	0.01%	600
2022 Q1	$511K	Buy	+10,309	New	+$493K	0.01%	780

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

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

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

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Avantax Advisory Services's FMAT Position: Q2 2025 in Review

Avantax Advisory Services sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2025, closing a stake of 9,223 shares — an estimated $446K sold.

Avantax Advisory Services first reported a position in FMAT in Q1 2022 and held it in 13 quarters. The position peaked at $1.98M in Q4 2023. 109 funds tracked by Wall St. Rank hold FMAT as of Q2 2025.

Avantax Advisory Services reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 9,223 Fidelity MSCI Materials Index ETF shares in Q2 2025, an estimated $446K.
Avantax Advisory Services first reported a position in Fidelity MSCI Materials Index ETF in Q1 2022 and held it in 13 quarters.
Avantax Advisory Services's Fidelity MSCI Materials Index ETF position peaked at $1.98M in Q4 2023.
109 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.