Centerline Wealth Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Centerline Wealth Advisors’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	$1.52M	Sell	26,064 -720	-3%	-$42.7K	0.48%	37
2026 Q1	$1.54M	Sell	26,784 -20,579	-43%	-$1.21M	0.56%	36
2025 Q4	$2.52M	Sell	47,363 -127,128	-73%	-$6.56M	0.91%	25
2025 Q3	$9.15M	Sell	174,491 -471	-0.3%	-$24.5K	3.98%	11
2025 Q2	$8.73M	Buy	174,962 +6,924	+4%	+$332K	4.28%	10
2025 Q1	$8.12M	Buy	168,038 +9,510	+6%	+$473K	4.84%	10
2024 Q4	$7.64M	Buy	+158,528	New	+$8.36M	4.48%	11

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

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

Centerline Wealth Advisors's FMAT Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 2.7% in Q2 2026, selling an estimated $42.7K and leaving 26,064 shares worth $1.52M. The position accounts for 0.48% of the portfolio, ranked #37.

Centerline Wealth Advisors first reported a position in FMAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.15M in Q3 2025. 23 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Centerline Wealth Advisors held 26,064 shares of Fidelity MSCI Materials Index ETF worth $1.52M as of Q2 2026.
Centerline Wealth Advisors sold 720 Fidelity MSCI Materials Index ETF shares in Q2 2026, an estimated $42.7K.
Fidelity MSCI Materials Index ETF made up 0.48% of Centerline Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Centerline Wealth Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's Fidelity MSCI Materials Index ETF position peaked at $9.15M in Q3 2025.
23 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.