Certified Advisory Corp’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Certified Advisory Corp’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	$4.8M	Buy	82,086 +801	+1%	+$47.5K	0.39%	72
2026 Q1	$4.69M	Buy	81,285 +6,051	+8%	+$354K	0.42%	67
2025 Q4	$4M	Buy	75,234 +1,312	+2%	+$67.7K	0.36%	73
2025 Q3	$3.88M	Sell	73,922 -67	-0.1%	-$3.48K	0.37%	73
2025 Q2	$3.69M	Sell	73,989 -20,868	-22%	-$1M	0.38%	71
2025 Q1	$4.58M	Buy	94,857 +10,222	+12%	+$508K	0.52%	60
2024 Q4	$4.08M	Buy	84,635 +16,170	+24%	+$853K	0.44%	67
2024 Q3	$3.71M	Buy	68,465 +9,443	+16%	+$484K	0.41%	69
2024 Q2	$2.92M	Buy	59,022 +3,622	+7%	+$184K	0.37%	83
2024 Q1	$2.9M	Buy	55,400 +4,544	+9%	+$221K	0.4%	77
2023 Q4	$2.48M	Buy	50,856 +3,537	+7%	+$159K	0.38%	80
2023 Q3	$2.09M	Buy	47,319 +10,496	+29%	+$486K	0.38%	82
2023 Q2	$1.72M	Buy	36,823 +17,846	+94%	+$798K	0.32%	87
2023 Q1	$865K	Buy	18,977 +3,430	+22%	+$157K	0.15%	131
2022 Q4	$679K	Buy	+15,547	New	+$669K	0.13%	142
2022 Q1	–	Sell	-7,466	Closed	-$376K	–	254
2021 Q4	$376K	Buy	7,466 +2,792	+60%	+$134K	0.08%	173
2021 Q3	$207K	Sell	4,674 -151	-3%	-$7.01K	0.05%	205
2021 Q2	$223K	Buy	4,825 +1,176	+32%	+$55.5K	0.06%	199
2021 Q1	$161K	Buy	+3,649	New	+$154K	0.04%	206
2020 Q2	$115K	Sell	3,737 -1,129	-23%	-$32.4K	0.04%	218
2020 Q1	$119K	Sell	4,866 -3,171	-39%	-$96.4K	0.05%	193
2019 Q4	$276K	Sell	8,037 -231	-3%	-$7.62K	0.09%	167
2019 Q3	$267K	Sell	8,268 -1,802	-18%	-$57.9K	0.09%	163
2019 Q2	$330K	Sell	10,070 -3,814	-27%	-$121K	0.12%	137
2019 Q1	$437K	Sell	13,884 -1,988	-13%	-$61.1K	0.18%	109
2018 Q4	$451K	Sell	15,872 -2,181	-12%	-$66.3K	0.23%	92
2018 Q3	$606K	Buy	18,053 +3,818	+27%	+$131K	0.28%	81
2018 Q2	$480K	Buy	14,235 +1,188	+9%	+$40.4K	0.27%	84
2018 Q1	$430K	Buy	13,047 +851	+7%	+$29.9K	0.25%	93
2017 Q4	$427K	Buy	+12,196	New	+$416K	0.31%	71

Other funds holding FMAT

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 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

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

Certified Advisory Corp increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 0.99% in Q2 2026, buying an estimated $47.5K and bringing the position to 82,086 shares worth $4.8M. The position accounts for 0.39% of the portfolio, ranked #72.

Certified Advisory Corp first reported a position in FMAT in Q4 2017 and has held it in 30 quarters since. 23 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Certified Advisory Corp held 82,086 shares of Fidelity MSCI Materials Index ETF worth $4.8M as of Q2 2026.
Certified Advisory Corp bought 801 Fidelity MSCI Materials Index ETF shares in Q2 2026, an estimated $47.5K.
Fidelity MSCI Materials Index ETF made up 0.39% of Certified Advisory Corp's portfolio in Q2 2026, its #72 holding.
Certified Advisory Corp first reported a position in Fidelity MSCI Materials Index ETF in Q4 2017 and has held it in 30 quarters since.
23 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

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