Certified Advisory Corp’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$8K	Hold	244	–	–	﹤0.01%	583
2020 Q1	$7K	Hold	244	–	–	﹤0.01%	582
2019 Q4	$11K	Hold	244	–	–	﹤0.01%	572
2019 Q3	$10K	Buy	+244	New	+$9.8K	﹤0.01%	581

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Certified Advisory Corp's FNCL Position: Q2 2020 in Review

Certified Advisory Corp held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2020 at 244 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Certified Advisory Corp first reported a position in FNCL in Q3 2019 and has held it in 4 quarters since. The position peaked at $11K in Q4 2019. 128 funds tracked by Wall St. Rank hold FNCL as of Q2 2020.

Certified Advisory Corp held 244 shares of Fidelity MSCI Financials Index ETF worth $8K as of Q2 2020.
Certified Advisory Corp left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2020.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #583 holding.
Certified Advisory Corp first reported a position in Fidelity MSCI Financials Index ETF in Q3 2019 and has held it in 4 quarters since.
Certified Advisory Corp's Fidelity MSCI Financials Index ETF position peaked at $11K in Q4 2019.
128 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.