Continuum Advisory’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Continuum Advisory’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Sell	2,898 -17	-0.6%	-$1.22K	0.02%	443
2026 Q1	$205K	Sell	2,915 -93	-3%	-$6.86K	0.02%	434
2025 Q4	$223K	Sell	3,008 -31	-1%	-$2.23K	0.02%	423
2025 Q3	$203K	Buy	+3,039	New	+$196K	0.02%	424
2025 Q2	–	Sell	-3,146	Closed	-$215K	–	793
2025 Q1	$215K	Buy	3,146 +193	+7%	+$13.3K	0.03%	377
2024 Q4	$193K	Hold	2,953	–	–	0.02%	393
2024 Q3	$203K	Sell	2,953 -38	-1%	-$2.72K	0.03%	392
2024 Q2	$205K	Hold	2,991	–	–	0.03%	369
2024 Q1	$202K	Sell	2,991 -1,864	-38%	-$126K	0.03%	371
2023 Q4	$314K	Sell	4,855 -356	-7%	-$21.7K	0.04%	359
2023 Q3	$316K	Buy	5,211 +1,959	+60%	+$123K	0.05%	352
2023 Q2	$205K	Buy	+3,252	New	+$204K	0.03%	428
2023 Q1	–	Sell	-3,158	Closed	-$202K	–	430
2022 Q4	$202K	Buy	+3,158	New	+$197K	0.04%	396
2022 Q3	–	Sell	-3,325	Closed	-$202K	–	411
2022 Q2	$202K	Buy	+3,325	New	+$206K	0.04%	384
2022 Q1	–	Sell	-3,034	Closed	-$208K	–	384
2021 Q4	$208K	Buy	+3,034	New	+$199K	0.05%	285
2020 Q2	–	Sell	-7,536	Closed	-$311K	–	153
2020 Q1	$311K	Buy	+7,536	New	+$357K	0.21%	97

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Continuum Advisory's FHLC Position: Q2 2026 in Review

Continuum Advisory reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.58% in Q2 2026, selling an estimated $1.22K and leaving 2,898 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #443.

Continuum Advisory first reported a position in FHLC in Q1 2020 and has held it in 16 quarters since. The position peaked at $316K in Q3 2023. 383 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Continuum Advisory held 2,898 shares of Fidelity MSCI Health Care Index ETF worth $224K as of Q2 2026.
Continuum Advisory sold 17 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $1.22K.
Fidelity MSCI Health Care Index ETF made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #443 holding.
Continuum Advisory first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2020 and has held it in 16 quarters since.
Continuum Advisory's Fidelity MSCI Health Care Index ETF position peaked at $316K in Q3 2023.
383 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.