B.O.S.S. Retirement Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

B.O.S.S. Retirement Advisors’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
2024 Q4	–	Sell	-12,055	Closed	-$653K	–	228
2024 Q3	$653K	Buy	12,055 +2,554	+27%	+$131K	0.13%	135
2024 Q2	$470K	Buy	9,501 +3,942	+71%	+$201K	0.12%	130
2024 Q1	$271K	Sell	5,559 -83	-1%	-$4.04K	0.1%	113
2023 Q4	$275K	Buy	+5,642	New	+$254K	0.05%	214
2023 Q3	–	Sell	-4,969	Closed	-$232K	–	240
2023 Q2	$232K	Sell	4,969 -127	-2%	-$5.68K	0.05%	226
2023 Q1	$232K	Sell	5,096 -26	-0.5%	-$1.19K	0.05%	206
2022 Q4	$224K	Buy	+5,122	New	+$221K	0.06%	200

Other funds holding FMAT

AWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

CAC

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

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

B.O.S.S. Retirement Advisors's FMAT Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2024, closing a stake of 12,055 shares — an estimated $653K sold.

B.O.S.S. Retirement Advisors first reported a position in FMAT in Q4 2022 and held it in 7 quarters. The position peaked at $653K in Q3 2024. 111 funds tracked by Wall St. Rank hold FMAT as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 12,055 Fidelity MSCI Materials Index ETF shares in Q4 2024, an estimated $653K.
B.O.S.S. Retirement Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q4 2022 and held it in 7 quarters.
B.O.S.S. Retirement Advisors's Fidelity MSCI Materials Index ETF position peaked at $653K in Q3 2024.
111 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.