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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.6K Buy
+166
New +$43.4K 0.01% 327
2026
Q1 		– Hold
0
– – – 500
2025
Q4 		– Sell
-6
Closed -$1.36K – 518
2025
Q3 		$1.48K Sell
6
-94
-94% -$19.5K ﹤0.01% 497
2025
Q2 		$19.7K Hold
100
– – 0.01% 329
2025
Q1 		$16.1K Hold
100
– – 0.01% 340
2024
Q4 		$18.5K Buy
+100
New +$18.3K 0.01% 340

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KIM
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FTEC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q2 2026: 166 shares worth $47.6K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in FTEC as recently as Q3 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FTEC in Q4 2024 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 166 shares of Fidelity MSCI Information Technology Index ETF worth $47.6K as of Q2 2026.
  • Fidelity MSCI Information Technology Index ETF was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #327 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2024 and has held it in 5 quarters since.
  • 419 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.