Congress Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Congress Wealth Management’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.79M	Buy	43,008 +8,493	+25%	+$495K	0.03%	505
2025 Q1	$1.94M	Sell	34,515 -222	-0.6%	-$13.4K	0.02%	497
2024 Q4	$2.04M	Buy	34,737 +6,808	+24%	+$394K	0.03%	410
2024 Q3	$1.54M	Sell	27,929 -984	-3%	-$51.4K	0.02%	459
2024 Q2	$1.51M	Buy	+28,913	New	+$1.45M	0.02%	384
2023 Q4	–	Sell	-15,438	Closed	-$613K	–	626
2023 Q3	$613K	Buy	15,438 +6,409	+71%	+$262K	0.01%	429
2023 Q2	$363K	Sell	9,029 -43	-0.5%	-$1.63K	0.01%	456
2023 Q1	$332K	Buy	9,072 +1,823	+25%	+$63.5K	0.01%	472
2022 Q4	$225K	Buy	+7,249	New	+$231K	0.01%	523

Other funds holding FCOM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services

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

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