Creative Planning
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Creative Planning’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Creative Planning’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
Q1 		$2.55M Sell
36,292
-131
-0.4% -$9.67K ﹤0.01% 1711
2025
Q4 		$2.71M Buy
36,423
+1,284
+4% +$92.4K ﹤0.01% 1462
2025
Q3 		$2.35M Sell
35,139
-12,354
-26% -$798K ﹤0.01% 1417
2025
Q2 		$3.04M Sell
47,493
-47,564
-50% -$3.03M ﹤0.01% 1028
2025
Q1 		$6.49M Buy
95,057
+63,473
+201% +$4.36M 0.01% 621
2024
Q4 		$2.06M Buy
31,584
+3,117
+11% +$217K ﹤0.01% 1117
2024
Q3 		$2.07M Buy
28,467
+1,010
+4% +$72.3K ﹤0.01% 1037
2024
Q2 		$1.88M Sell
27,457
-5,000
-15% -$338K ﹤0.01% 1015
2024
Q1 		$2.26M Buy
32,457
+19,560
+152% +$1.32M ﹤0.01% 923
2023
Q4 		$834K Buy
12,897
+409
+3% +$25K ﹤0.01% 1340
2023
Q3 		$757K Buy
12,488
+570
+5% +$35.8K ﹤0.01% 1299
2023
Q2 		$752K Buy
11,918
+1,681
+16% +$105K ﹤0.01% 1287
2023
Q1 		$629K Sell
10,237
-927
-8% -$57.5K ﹤0.01% 1336
2022
Q4 		$714K Sell
11,164
-25
-0.2% -$1.56K ﹤0.01% 1210
2022
Q3 		$645K Buy
11,189
+1,221
+12% +$75.1K ﹤0.01% 1174
2022
Q2 		$605K Buy
9,968
+822
+9% +$51K ﹤0.01% 1212
2022
Q1 		$601K Buy
9,146
+628
+7% +$40K ﹤0.01% 1234
2021
Q4 		$585K Buy
8,518
+684
+9% +$45K ﹤0.01% 1214
2021
Q3 		$500K Sell
7,834
-975
-11% -$64.4K ﹤0.01% 1290
2021
Q2 		$561K Sell
8,809
-1,387
-14% -$85.4K ﹤0.01% 1208
2021
Q1 		$601K Buy
10,196
+1,213
+14% +$71.7K ﹤0.01% 1307
2020
Q4 		$519K Buy
8,983
+833
+10% +$46K ﹤0.01% 1285
2020
Q3 		$429K Buy
8,150
+2,762
+51% +$144K ﹤0.01% 1211
2020
Q2 		$268K Sell
5,388
-5,002
-48% -$242K ﹤0.01% 1376
2020
Q1 		$447K Sell
10,390
-1,217
-10% -$57.7K ﹤0.01% 1001
2019
Q4 		$577K Buy
11,607
+4,352
+60% +$202K ﹤0.01% 1040
2019
Q3 		$315K Buy
7,255
+189
+3% +$8.37K ﹤0.01% 1330
2019
Q2 		$318K Buy
7,066
+858
+14% +$37.4K ﹤0.01% 1331
2019
Q1 		$276K Buy
+6,208
New +$271K ﹤0.01% 1372
2018
Q4 		– Sell
-5,372
Closed -$251K – 1996
2018
Q3 		$251K Buy
+5,372
New +$239K ﹤0.01% 1527
2017
Q3 		– Sell
-1,050
Closed -$40K – 2497
2017
Q2 		$40K Buy
1,050
+550
+110% +$20.2K ﹤0.01% 2680
2017
Q1 		$18K Sell
500
-307
-38% -$10.7K ﹤0.01% 3191
2016
Q4 		$27K Buy
807
+7
+0.9% +$232 ﹤0.01% 2858
2016
Q3 		$28K Buy
800
+300
+60% +$10.5K ﹤0.01% 2794
2016
Q2 		$17K Sell
500
-34
-6% -$1.13K ﹤0.01% 2904
2016
Q1 		$17K Sell
534
-1,166
-69% -$36.8K ﹤0.01% 2863
2015
Q4 		$59K Sell
1,700
-200
-11% -$6.76K ﹤0.01% 1980
2015
Q3 		$60K Buy
+1,900
New +$67.1K ﹤0.01% 1908
2015
Q2 		– Sell
-400
Closed -$14K – 1732
2015
Q1 		$14K Buy
400
+200
+100% +$6.9K ﹤0.01% 2971
2014
Q4 		$7K Sell
200
-197
-50% -$6.3K ﹤0.01% 3305
2014
Q3 		$12K Hold
397
– – ﹤0.01% 2835
2014
Q2 		$12K Buy
+397
New +$11.1K ﹤0.01% 2771

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Creative Planning's FHLC Position: Q1 2026 in Review

Creative Planning reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.36% in Q1 2026, selling an estimated $9.67K and leaving 36,292 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Creative Planning first reported a position in FHLC in Q2 2014 and has held it in 42 quarters since. The position peaked at $6.49M in Q1 2025. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • Creative Planning held 36,292 shares of Fidelity MSCI Health Care Index ETF worth $2.55M as of Q1 2026.
  • Creative Planning sold 131 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $9.67K.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1711 holding.
  • Creative Planning first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2014 and has held it in 42 quarters since.
  • Creative Planning's Fidelity MSCI Health Care Index ETF position peaked at $6.49M in Q1 2025.
  • 359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.