Commonwealth Equity Services’s Fidelity Real Estate Investment ETF FPRO Stock Holding History

Commonwealth Equity Services’s Portfolio FPRO Stock Details FPRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-14,738	Closed	-$332K	–	4305
2025 Q2	$332K	Sell	14,738 -3,597	-20%	-$80.6K	﹤0.01%	3498
2025 Q1	$421K	Sell	18,335 -2,164	-11%	-$49.3K	﹤0.01%	3181
2024 Q4	$457K	Buy	20,499 +7,106	+53%	+$167K	﹤0.01%	3027
2024 Q3	$324K	Buy	+13,393	New	+$307K	﹤0.01%	3288

Other funds holding FPRO

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services's FPRO Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Fidelity Real Estate Investment ETF (FPRO) in Q3 2025, closing a stake of 14,738 shares — an estimated $332K sold.

Commonwealth Equity Services first reported a position in FPRO in Q3 2024 and held it in 4 quarters. The position peaked at $457K in Q4 2024. 9 funds tracked by Wall St. Rank hold FPRO as of Q3 2025.

Commonwealth Equity Services reported no remaining Fidelity Real Estate Investment ETF position as of Q3 2025 after selling out during the quarter.
Commonwealth Equity Services sold 14,738 Fidelity Real Estate Investment ETF shares in Q3 2025, an estimated $332K.
Commonwealth Equity Services first reported a position in Fidelity Real Estate Investment ETF in Q3 2024 and held it in 4 quarters.
Commonwealth Equity Services's Fidelity Real Estate Investment ETF position peaked at $457K in Q4 2024.
9 funds tracked by Wall St. Rank held Fidelity Real Estate Investment ETF as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.