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Avion Wealth’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Avion Wealth’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10
Closed – – 1501
2026
Q2 		$0 Hold
10
– – ﹤0.01% 1524
2026
Q1 		$0 Hold
10
– – ﹤0.01% 1361
2025
Q4 		$0 Hold
10
– – ﹤0.01% 1350
2025
Q3 		$0 Buy
+10
New +$646 ﹤0.01% 1309

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Avion Wealth's FHLC Position: Q3 2026 in Review

Avion Wealth sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2026, closing a stake of 10 shares.

Avion Wealth first reported a position in FHLC in Q3 2025 and held it in 4 quarters. The position peaked at $0 in Q2 2026. 274 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Avion Wealth reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 10 Fidelity MSCI Health Care Index ETF shares in Q3 2026.
  • Avion Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2025 and held it in 4 quarters.
  • Avion Wealth's Fidelity MSCI Health Care Index ETF position peaked at $0 in Q2 2026.
  • 274 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.