Elevated Capital Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Elevated Capital Advisors’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Sell	13,590 -8,598	-39%	-$618K	0.29%	76
2026 Q1	$1.56M	Buy	22,188 +19,535	+736%	+$1.44M	0.39%	63
2025 Q4	$197K	Sell	2,653 -542	-17%	-$39K	0.05%	258
2025 Q3	$214K	Sell	3,195 -490	-13%	-$31.7K	0.05%	256
2025 Q2	$252K	Hold	3,685	–	–	0.07%	236
2025 Q1	$252K	Sell	3,685 -491	-12%	-$33.7K	0.07%	236
2024 Q4	$273K	Buy	+4,176	New	+$290K	0.07%	234

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AWM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Elevated Capital Advisors's FHLC Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 39% in Q2 2026, selling an estimated $618K and leaving 13,590 shares worth $1.05M. The position accounts for 0.29% of the portfolio, ranked #76.

Elevated Capital Advisors first reported a position in FHLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q1 2026. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Elevated Capital Advisors held 13,590 shares of Fidelity MSCI Health Care Index ETF worth $1.05M as of Q2 2026.
Elevated Capital Advisors sold 8,598 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $618K.
Fidelity MSCI Health Care Index ETF made up 0.29% of Elevated Capital Advisors's portfolio in Q2 2026, its #76 holding.
Elevated Capital Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 7 quarters since.
Elevated Capital Advisors's Fidelity MSCI Health Care Index ETF position peaked at $1.56M in Q1 2026.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.