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

Buska Wealth Management’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
Q3 		$776K Sell
10,246
-13,395
-57% -$1.08M 0.27% 37
2026
Q2 		$1.81M Sell
23,641
-17,071
-42% -$1.26M 0.65% 26
2026
Q1 		$2.86M Sell
40,712
-2,643
-6% -$196K 1.15% 20
2025
Q4 		$3.37M Sell
43,355
-13,120
-23% -$991K 1.25% 18
2025
Q3 		$4.31M Sell
56,475
-12,340
-18% -$929K 1.29% 18
2025
Q2 		$5.1M Buy
68,815
+36,769
+115% +$2.55M 1.39% 18
2025
Q1 		$2.23M Buy
32,046
+18,439
+136% +$1.31M 0.7% 21
2024
Q4 		$935K Buy
+13,607
New +$935K 0.3% 29

Other funds holding FNCL

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Buska Wealth Management's FNCL Position: Q3 2026 in Review

Buska Wealth Management reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 57% in Q3 2026, selling an estimated $1.08M and leaving 10,246 shares worth $776K. The position accounts for 0.27% of the portfolio, ranked #37.

Buska Wealth Management first reported a position in FNCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.1M in Q2 2025. 14 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

  • Buska Wealth Management held 10,246 shares of Fidelity MSCI Financials Index ETF worth $776K as of Q3 2026.
  • Buska Wealth Management sold 13,395 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $1.08M.
  • Fidelity MSCI Financials Index ETF made up 0.27% of Buska Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Buska Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 8 quarters since.
  • Buska Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $5.1M in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.