Creative Planning’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Creative Planning’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
2026 Q2	$1.02M	Buy	14,709 +1,465	+11%	+$106K	﹤0.01%	2625
2026 Q1	$902K	Sell	13,244 -1,170	-8%	-$84.2K	﹤0.01%	2544
2025 Q4	$1.06M	Buy	14,414 +4,449	+45%	+$316K	﹤0.01%	2235
2025 Q3	$707K	Sell	9,965 -737	-7%	-$49.8K	﹤0.01%	2422
2025 Q2	$694K	Buy	10,702 +3,259	+44%	+$190K	﹤0.01%	2165
2025 Q1	$419K	Buy	7,443 +1,996	+37%	+$120K	﹤0.01%	2461
2024 Q4	$320K	Buy	+5,447	New	+$315K	﹤0.01%	2606
2017 Q1	–	Sell	-901	Closed	-$29K	–	4721
2016 Q4	$29K	Buy	+901	New	+$27.1K	﹤0.01%	2818
2016 Q2	–	Sell	-41	Closed	-$1K	–	4391
2016 Q1	$1K	Buy	+41	New	+$1.13K	﹤0.01%	4107
2014 Q4	–	Sell	-2,812	Closed	-$75K	–	4211
2014 Q3	$75K	Hold	2,812	–	–	﹤0.01%	1656
2014 Q2	$75K	Buy	+2,812	New	+$73.8K	﹤0.01%	1615

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Creative Planning's FCOM Position: Q2 2026 in Review

Creative Planning increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 11% in Q2 2026, buying an estimated $106K and bringing the position to 14,709 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Creative Planning first reported a position in FCOM in Q2 2014 and has held it in 11 quarters since. The position peaked at $1.06M in Q4 2025. 212 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

Creative Planning held 14,709 shares of Fidelity MSCI Communication Services Index ETF worth $1.02M as of Q2 2026.
Creative Planning bought 1,465 Fidelity MSCI Communication Services Index ETF shares in Q2 2026, an estimated $106K.
Fidelity MSCI Communication Services Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2625 holding.
Creative Planning first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2014 and has held it in 11 quarters since.
Creative Planning's Fidelity MSCI Communication Services Index ETF position peaked at $1.06M in Q4 2025.
212 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.