Elevated Capital Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$69.3K	Sell	906 -2,039	-69%	-$151K	0.02%	312
2026 Q1	$207K	Sell	2,945 -197	-6%	-$14.6K	0.05%	237
2025 Q4	$244K	Sell	3,142 -377	-11%	-$28.5K	0.06%	247
2025 Q3	$269K	Sell	3,519 -648	-16%	-$48.8K	0.07%	244
2025 Q2	$290K	Hold	4,167	–	–	0.08%	225
2025 Q1	$290K	Sell	4,167 -604	-13%	-$42.8K	0.08%	225
2024 Q4	$328K	Buy	+4,771	New	+$328K	0.09%	225

Other funds holding FNCL

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Elevated Capital Advisors reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 69% in Q2 2026, selling an estimated $151K and leaving 906 shares worth $69.3K. The position accounts for 0.02% of the portfolio, ranked #312.

Elevated Capital Advisors first reported a position in FNCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $328K in Q4 2024. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Elevated Capital Advisors held 906 shares of Fidelity MSCI Financials Index ETF worth $69.3K as of Q2 2026.
Elevated Capital Advisors sold 2,039 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $151K.
Fidelity MSCI Financials Index ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #312 holding.
Elevated Capital Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 7 quarters since.
Elevated Capital Advisors's Fidelity MSCI Financials Index ETF position peaked at $328K in Q4 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

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