Certified Advisory Corp’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-437	Closed	-$12K	–	393
2021 Q1	$12K	Buy	+437	New	+$11.5K	﹤0.01%	571
2020 Q2	$61K	Buy	2,601 +1,756	+208%	+$39.6K	0.02%	274
2020 Q1	$18K	Hold	845	–	–	0.01%	432
2019 Q4	$24K	Hold	845	–	–	0.01%	442
2019 Q3	$24K	Buy	845 +225	+36%	+$6.11K	0.01%	449
2019 Q2	$16K	Hold	620	–	–	0.01%	517
2019 Q1	$16K	Hold	620	–	–	0.01%	486
2018 Q4	$14K	Hold	620	–	–	0.01%	490
2018 Q3	$15K	Buy	620 +1	+0.2%	+$25	0.01%	504
2018 Q2	$15K	Hold	619	–	–	0.01%	477
2018 Q1	$14K	Buy	619 +1	+0.2%	+$23	0.01%	460
2017 Q4	$15K	Buy	+618	New	+$15.3K	0.01%	412

Other funds holding FREL

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return