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Centennial Wealth Advisory’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Centennial Wealth Advisory’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,916
Closed -$213K – 165
2025
Q4 		$213K Buy
7,916
+626
+9% +$17.1K 0.06% 155
2025
Q3 		$203K Buy
+7,290
New +$201K 0.06% 156

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centennial Wealth Advisory's FREL Position: Q1 2026 in Review

Centennial Wealth Advisory sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2026, closing a stake of 7,916 shares — an estimated $213K sold.

Centennial Wealth Advisory first reported a position in FREL in Q3 2025 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 203 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Centennial Wealth Advisory reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2026 after selling out during the quarter.
  • Centennial Wealth Advisory sold 7,916 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $213K.
  • Centennial Wealth Advisory first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2025 and held it in 2 quarters.
  • Centennial Wealth Advisory's Fidelity MSCI Real Estate Index ETF position peaked at $213K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Centennial Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.