Dynamic Advisor Solutions’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Dynamic Advisor Solutions’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
2024 Q3	–	Sell	-7,300	Closed	-$298K	–	947
2024 Q2	$298K	Sell	7,300 -1,640	-18%	-$64.5K	0.01%	764
2024 Q1	$352K	Hold	8,940	–	–	0.01%	703
2023 Q4	$311K	Sell	8,940 -2,800	-24%	-$92.8K	0.01%	705
2023 Q3	$377K	Sell	11,740 -900	-7%	-$29.7K	0.02%	597
2023 Q2	$415K	Buy	+12,640	New	+$402K	0.02%	548

Other funds holding FCPI

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

RJFSA

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

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

IAN

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

Dynamic Advisor Solutions's FCPI Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q3 2024, closing a stake of 7,300 shares — an estimated $298K sold.

Dynamic Advisor Solutions first reported a position in FCPI in Q2 2023 and held it in 5 quarters. The position peaked at $415K in Q2 2023. 41 funds tracked by Wall St. Rank hold FCPI as of Q3 2024.

Dynamic Advisor Solutions reported no remaining Fidelity Stocks for Inflation ETF position as of Q3 2024 after selling out during the quarter.
Dynamic Advisor Solutions sold 7,300 Fidelity Stocks for Inflation ETF shares in Q3 2024, an estimated $298K.
Dynamic Advisor Solutions first reported a position in Fidelity Stocks for Inflation ETF in Q2 2023 and held it in 5 quarters.
Dynamic Advisor Solutions's Fidelity Stocks for Inflation ETF position peaked at $415K in Q2 2023.
41 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.