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Avion Wealth’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Avion Wealth’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$0 Hold
7
– – ﹤0.01% 1527
2026
Q1 		$0 Hold
7
– – ﹤0.01% 1365
2025
Q4 		$0 Sell
7
-3
-30% -$227 ﹤0.01% 1351
2025
Q3 		$0 Buy
+10
New +$753 ﹤0.01% 1314

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Avion Wealth's FNCL Position: Q2 2026 in Review

Avion Wealth held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Avion Wealth first reported a position in FNCL in Q3 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Avion Wealth held 7 shares of Fidelity MSCI Financials Index ETF worth $0 as of Q2 2026.
  • Avion Wealth left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1527 holding.
  • Avion Wealth first reported a position in Fidelity MSCI Financials Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.