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 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 $18.5B AUM 19.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CAC

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Creative Planning's FMAT Position: Q1 2026 in Review

Creative Planning opened a new position in Fidelity MSCI Materials Index ETF (FMAT) in Q1 2026: 69,161 shares worth $3.99M. The stake represents ﹤0.01% of the portfolio and ranks #1364 among its holdings. This is a return to the name: Creative Planning previously reported a position in FMAT as recently as Q4 2016.

Creative Planning first reported a position in FMAT in Q2 2014 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Creative Planning held 69,161 shares of Fidelity MSCI Materials Index ETF worth $3.99M as of Q1 2026.
Fidelity MSCI Materials Index ETF was a new Creative Planning position in Q1 2026.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1364 holding.
Creative Planning first reported a position in Fidelity MSCI Materials Index ETF in Q2 2014 and has held it in 4 quarters since.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

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