Certified Advisory Corp’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Certified Advisory Corp’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$671K	Sell	22,712 -2,354	-9%	-$75K	0.05%	200
2026 Q1	$853K	Buy	+25,066	New	+$745K	0.08%	175
2025 Q2	–	Sell	-8,504	Closed	-$217K	–	306
2025 Q1	$217K	Buy	+8,504	New	+$211K	0.02%	282
2023 Q2	–	Sell	-10,001	Closed	-$224K	–	266
2023 Q1	$224K	Buy	10,001 +339	+4%	+$7.89K	0.04%	222
2022 Q4	$230K	Buy	+9,662	New	+$231K	0.05%	213

Other funds holding FENY

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Certified Advisory Corp's FENY Position: Q2 2026 in Review

Certified Advisory Corp reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 9.4% in Q2 2026, selling an estimated $75K and leaving 22,712 shares worth $671K. The position accounts for 0.05% of the portfolio, ranked #200.

Certified Advisory Corp first reported a position in FENY in Q4 2022 and has held it in 5 quarters since. The position peaked at $853K in Q1 2026. 74 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Certified Advisory Corp held 22,712 shares of Fidelity MSCI Energy Index ETF worth $671K as of Q2 2026.
Certified Advisory Corp sold 2,354 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $75K.
Fidelity MSCI Energy Index ETF made up 0.05% of Certified Advisory Corp's portfolio in Q2 2026, its #200 holding.
Certified Advisory Corp first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and has held it in 5 quarters since.
Certified Advisory Corp's Fidelity MSCI Energy Index ETF position peaked at $853K in Q1 2026.
74 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.