Bay Colony Advisors’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Bay Colony Advisors’s Portfolio FCPI Stock Details FCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,582	Closed	-$237K	–	483
2025 Q1	$237K	Buy	+5,582	New	+$249K	0.04%	377
2023 Q2	–	Sell	-7,109	Closed	-$221K	–	355
2023 Q1	$221K	Sell	7,109 -79	-1%	-$2.47K	0.06%	285
2022 Q4	$222K	Sell	7,188 -381	-5%	-$11.9K	0.06%	307
2022 Q3	$213K	Sell	7,569 -184	-2%	-$5.64K	0.06%	287
2022 Q2	$246K	Sell	7,753 -465	-6%	-$14.9K	0.06%	276
2022 Q1	$279K	Sell	8,218 -659	-7%	-$21.9K	0.07%	274
2021 Q4	$301K	Buy	8,877 +74	+0.8%	+$2.42K	0.09%	265
2021 Q3	$269K	Buy	+8,803	New	+$272K	0.09%	279

Other funds holding FCPI

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Bay Colony Advisors's FCPI Position: Q2 2025 in Review

Bay Colony Advisors sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q2 2025, closing a stake of 5,582 shares — an estimated $237K sold.

Bay Colony Advisors first reported a position in FCPI in Q3 2021 and held it in 8 quarters. The position peaked at $301K in Q4 2021. 51 funds tracked by Wall St. Rank hold FCPI as of Q2 2025.

Bay Colony Advisors reported no remaining Fidelity Stocks for Inflation ETF position as of Q2 2025 after selling out during the quarter.
Bay Colony Advisors sold 5,582 Fidelity Stocks for Inflation ETF shares in Q2 2025, an estimated $237K.
Bay Colony Advisors first reported a position in Fidelity Stocks for Inflation ETF in Q3 2021 and held it in 8 quarters.
Bay Colony Advisors's Fidelity Stocks for Inflation ETF position peaked at $301K in Q4 2021.
51 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2025.

Based on Bay Colony Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.