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

Beacon Investment 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
2026
Q2 		$11.5K Hold
196
– – ﹤0.01% 614
2026
Q1 		$11.3K Buy
+196
New +$11.5K ﹤0.01% 625

Other funds holding FMAT

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM

Beacon Investment Advisory Services's FMAT Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Fidelity MSCI Materials Index ETF (FMAT) position steady in Q2 2026 at 196 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Beacon Investment Advisory Services first reported a position in FMAT in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

  • Beacon Investment Advisory Services held 196 shares of Fidelity MSCI Materials Index ETF worth $11.5K as of Q2 2026.
  • Beacon Investment Advisory Services left its Fidelity MSCI Materials Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Materials Index ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #614 holding.
  • Beacon Investment Advisory Services first reported a position in Fidelity MSCI Materials Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.