Fidelity Investments
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Fidelity Investments’s Adaptive Core ETF RULE Stock Holding History

Fidelity Investments’s Portfolio RULE Stock Details RULE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$22 – 5699
2024
Q2 		$22 Buy
+1
New +$22 ﹤0.01% 5187
2024
Q1 		– Sell
-84
Closed -$1.71K – 5659
2023
Q4 		$1.71K Buy
+84
New +$1.62K ﹤0.01% 4683
2023
Q3 		– Sell
-1
Closed -$20 – 5484
2023
Q2 		$20 Buy
+1
New +$20 ﹤0.01% 5178

Other funds holding RULE

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments's RULE Position: Q3 2024 in Review

Fidelity Investments sold out of Adaptive Core ETF (RULE) in Q3 2024, closing a stake of 1 share — an estimated $22 sold.

Fidelity Investments first reported a position in RULE in Q2 2023 and held it in 3 quarters. The position peaked at $1.71K in Q4 2023. 10 funds tracked by Wall St. Rank hold RULE as of Q3 2024.

  • Fidelity Investments reported no remaining Adaptive Core ETF position as of Q3 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Adaptive Core ETF share in Q3 2024, an estimated $22.
  • Fidelity Investments first reported a position in Adaptive Core ETF in Q2 2023 and held it in 3 quarters.
  • Fidelity Investments's Adaptive Core ETF position peaked at $1.71K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Adaptive Core ETF as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.