Elevated Capital Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Elevated Capital Advisors’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	$1.6M	Sell	27,682 -4,718	-15%	-$276K	0.4%	61
2025 Q4	$1.72M	Buy	32,400 +6,255	+24%	+$323K	0.4%	67
2025 Q3	$1.37M	Buy	26,145 +3,648	+16%	+$190K	0.34%	72
2025 Q2	$1.09M	Hold	22,497	–	–	0.3%	81
2025 Q1	$1.09M	Sell	22,497 -1,681	-7%	-$83.5K	0.3%	81
2024 Q4	$1.17M	Buy	24,178 +13,073	+118%	+$690K	0.32%	80
2024 Q3	$602K	Buy	+11,105	New	+$569K	0.16%	190

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SPIA

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

Elevated Capital Advisors's FMAT Position: Q1 2026 in Review

Elevated Capital Advisors reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 15% in Q1 2026, selling an estimated $276K and leaving 27,682 shares worth $1.6M. The position accounts for 0.4% of the portfolio, ranked #61.

Elevated Capital Advisors first reported a position in FMAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q4 2025. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Elevated Capital Advisors held 27,682 shares of Fidelity MSCI Materials Index ETF worth $1.6M as of Q1 2026.
Elevated Capital Advisors sold 4,718 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $276K.
Fidelity MSCI Materials Index ETF made up 0.4% of Elevated Capital Advisors's portfolio in Q1 2026, its #61 holding.
Elevated Capital Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q3 2024 and has held it in 7 quarters since.
Elevated Capital Advisors's Fidelity MSCI Materials Index ETF position peaked at $1.72M in Q4 2025.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.