Elevated Capital Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$99.5K	Sell	3,397 -4,653	-58%	-$135K	0.03%	283
2026 Q1	$217K	Sell	8,050 -31,255	-80%	-$870K	0.05%	236
2025 Q4	$1.06M	Buy	39,305 +9,550	+32%	+$261K	0.25%	103
2025 Q3	$827K	Buy	29,755 +6,506	+28%	+$179K	0.21%	131
2025 Q2	$639K	Hold	23,249	–	–	0.18%	161
2025 Q1	$639K	Sell	23,249 -1,172	-5%	-$32.2K	0.18%	161
2024 Q4	$660K	Buy	24,421 +14,746	+152%	+$422K	0.18%	161
2024 Q3	$285K	Buy	+9,675	New	+$269K	0.08%	245

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Elevated Capital Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 58% in Q2 2026, selling an estimated $135K and leaving 3,397 shares worth $99.5K. The position accounts for 0.03% of the portfolio, ranked #283.

Elevated Capital Advisors first reported a position in FREL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q4 2025. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Elevated Capital Advisors held 3,397 shares of Fidelity MSCI Real Estate Index ETF worth $99.5K as of Q2 2026.
Elevated Capital Advisors sold 4,653 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $135K.
Fidelity MSCI Real Estate Index ETF made up 0.03% of Elevated Capital Advisors's portfolio in Q2 2026, its #283 holding.
Elevated Capital Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $1.06M in Q4 2025.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

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