Elevation Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Elevation Wealth Management’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 Q2	$328K	Buy	+5,612	New	+$333K	0.25%	98

Other funds holding FMAT

AWM

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

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Elevation Wealth Management's FMAT Position: Q2 2026 in Review

Elevation Wealth Management opened a new position in Fidelity MSCI Materials Index ETF (FMAT) in Q2 2026: 5,612 shares worth $328K. The stake represents 0.25% of the portfolio and ranks #98 among its holdings.

147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Elevation Wealth Management held 5,612 shares of Fidelity MSCI Materials Index ETF worth $328K as of Q2 2026.
Fidelity MSCI Materials Index ETF was a new Elevation Wealth Management position in Q2 2026.
Fidelity MSCI Materials Index ETF made up 0.25% of Elevation Wealth Management's portfolio in Q2 2026, its #98 holding.
147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.