Demars Financial Group’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Demars Financial Group’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
2023 Q4	–	Sell	-35,776	Closed	-$1.15M	–	69
2023 Q3	$1.15M	Sell	35,776 -1,442	-4%	-$47.6K	0.66%	31
2023 Q2	$1.22M	Sell	37,218 -2,922	-7%	-$92.8K	0.68%	34
2023 Q1	$1.26M	Buy	40,140 +5,086	+15%	+$159K	0.7%	33
2022 Q4	$1.08M	Sell	35,054 -8,582	-20%	-$268K	0.6%	35
2022 Q3	$1.23M	Sell	43,636 -83,329	-66%	-$2.55M	0.73%	38
2022 Q2	$3.69M	Buy	+126,965	New	+$4.08M	2.1%	16

Other funds holding FCPI

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Demars Financial Group's FCPI Position: Q4 2023 in Review

Demars Financial Group sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q4 2023, closing a stake of 35,776 shares — an estimated $1.15M sold.

Demars Financial Group first reported a position in FCPI in Q2 2022 and held it in 6 quarters. The position peaked at $3.69M in Q2 2022. 34 funds tracked by Wall St. Rank hold FCPI as of Q4 2023.

Demars Financial Group reported no remaining Fidelity Stocks for Inflation ETF position as of Q4 2023 after selling out during the quarter.
Demars Financial Group sold 35,776 Fidelity Stocks for Inflation ETF shares in Q4 2023, an estimated $1.15M.
Demars Financial Group first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and held it in 6 quarters.
Demars Financial Group's Fidelity Stocks for Inflation ETF position peaked at $3.69M in Q2 2022.
34 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q4 2023.

Based on Demars Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.