Concourse Financial Group Securities’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Concourse Financial Group Securities’s Portfolio FCPI Stock Details FCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-120	Closed	-$5.54K	–	680
2024 Q4	$5.54K	Hold	120	–	–	﹤0.01%	1855
2024 Q3	$5.2K	Hold	120	–	–	﹤0.01%	1852
2024 Q2	$4.9K	Hold	120	–	–	﹤0.01%	1875
2024 Q1	$4.73K	Hold	120	–	–	﹤0.01%	1891
2023 Q4	$4.2K	Hold	120	–	–	﹤0.01%	1892
2023 Q3	$3.85K	Hold	120	–	–	﹤0.01%	1881
2023 Q2	$3.94K	Buy	+120	New	+$3.81K	﹤0.01%	1889
2023 Q1	–	Sell	-39	Closed	-$1.22K	–	2375
2022 Q4	$1.21K	Buy	+39	New	+$1.22K	﹤0.01%	2125

Other funds holding FCPI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concourse Financial Group Securities's FCPI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q1 2025, closing a stake of 120 shares — an estimated $5.54K sold.

Concourse Financial Group Securities first reported a position in FCPI in Q4 2022 and held it in 8 quarters. The position peaked at $5.54K in Q4 2024. 41 funds tracked by Wall St. Rank hold FCPI as of Q1 2025.

Concourse Financial Group Securities reported no remaining Fidelity Stocks for Inflation ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 120 Fidelity Stocks for Inflation ETF shares in Q1 2025, an estimated $5.54K.
Concourse Financial Group Securities first reported a position in Fidelity Stocks for Inflation ETF in Q4 2022 and held it in 8 quarters.
Concourse Financial Group Securities's Fidelity Stocks for Inflation ETF position peaked at $5.54K in Q4 2024.
41 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.