Creative Planning’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Creative Planning’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.85M	Sell	65,863 -3,298	-5%	-$196K	﹤0.01%	1603
2026 Q1	$3.99M	Buy	+69,161	New	+$4.05M	﹤0.01%	1364
2017 Q1	–	Sell	-915	Closed	-$26K	–	4728
2016 Q4	$26K	Buy	+915	New	+$25.7K	﹤0.01%	2891
2016 Q2	–	Sell	-41	Closed	-$1K	–	4397
2016 Q1	$1K	Buy	+41	New	+$945	﹤0.01%	4110
2014 Q3	–	Sell	-200	Closed	-$6K	–	4049
2014 Q2	$6K	Buy	+200	New	+$5.5K	﹤0.01%	3110

Other funds holding FMAT

AWM

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

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

IFA

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Creative Planning's FMAT Position: Q2 2026 in Review

Creative Planning reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 4.8% in Q2 2026, selling an estimated $196K and leaving 65,863 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Creative Planning first reported a position in FMAT in Q2 2014 and has held it in 5 quarters since. The position peaked at $3.99M in Q1 2026. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Creative Planning held 65,863 shares of Fidelity MSCI Materials Index ETF worth $3.85M as of Q2 2026.
Creative Planning sold 3,298 Fidelity MSCI Materials Index ETF shares in Q2 2026, an estimated $196K.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1603 holding.
Creative Planning first reported a position in Fidelity MSCI Materials Index ETF in Q2 2014 and has held it in 5 quarters since.
Creative Planning's Fidelity MSCI Materials Index ETF position peaked at $3.99M in Q1 2026.
147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

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