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Centennial Wealth Advisory’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Centennial Wealth Advisory’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$549K Buy
6,703
+70
+1% +$5.67K 0.11% 123
2026
Q2 		$513K Sell
6,633
-77
-1% -$5.53K 0.11% 123
2026
Q1 		$472K Buy
+6,710
New +$495K 0.11% 114

Other funds holding FHLC

Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $172M AUM
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Centennial Wealth Advisory's FHLC Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 1.1% in Q3 2026, buying an estimated $5.67K and bringing the position to 6,703 shares worth $549K. The position accounts for 0.11% of the portfolio, ranked #123.

Centennial Wealth Advisory first reported a position in FHLC in Q1 2026 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Centennial Wealth Advisory held 6,703 shares of Fidelity MSCI Health Care Index ETF worth $549K as of Q3 2026.
  • Centennial Wealth Advisory bought 70 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $5.67K.
  • Fidelity MSCI Health Care Index ETF made up 0.11% of Centennial Wealth Advisory's portfolio in Q3 2026, its #123 holding.
  • Centennial Wealth Advisory first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.