Creekmur Asset Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Creekmur Asset Management’s Portfolio FCPI Stock Details FCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-54	Closed	-$2.59K	–	788
2025 Q2	$2.5K	Buy	54 +1	+2%	+$44	﹤0.01%	622
2025 Q1	$2.31K	Hold	53	–	–	﹤0.01%	592
2024 Q4	$2.31K	Hold	53	–	–	﹤0.01%	577
2024 Q3	$2.3K	Hold	53	–	–	﹤0.01%	626
2024 Q2	$2.16K	Sell	53 -49	-48%	-$1.93K	﹤0.01%	699
2024 Q1	$4.04K	Sell	102 -2	-2%	-$74	﹤0.01%	586
2023 Q4	$3.65K	Buy	+104	New	+$3.45K	﹤0.01%	631

Other funds holding FCPI

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creekmur Asset Management's FCPI Position: Q3 2025 in Review

Creekmur Asset Management sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q3 2025, closing a stake of 54 shares — an estimated $2.59K sold.

Creekmur Asset Management first reported a position in FCPI in Q4 2023 and held it in 7 quarters. The position peaked at $4.04K in Q1 2024. 53 funds tracked by Wall St. Rank hold FCPI as of Q3 2025.

Creekmur Asset Management reported no remaining Fidelity Stocks for Inflation ETF position as of Q3 2025 after selling out during the quarter.
Creekmur Asset Management sold 54 Fidelity Stocks for Inflation ETF shares in Q3 2025, an estimated $2.59K.
Creekmur Asset Management first reported a position in Fidelity Stocks for Inflation ETF in Q4 2023 and held it in 7 quarters.
Creekmur Asset Management's Fidelity Stocks for Inflation ETF position peaked at $4.04K in Q1 2024.
53 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.