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Go Invest LLC’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Go Invest LLC’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
Q3 		$928K Buy
12,252
+86
+0.7% +$6.94K 0.2% 18
2026
Q2 		$931K Buy
12,166
+841
+7% +$62.3K 0.22% 19
2026
Q1 		$795K Buy
11,325
+1,119
+11% +$83.1K 0.23% 18
2025
Q4 		$793K Buy
+10,206
New +$771K 0.26% 17

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Sava Pension Fund (Sava Penzisko Drushtvo)
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $382M AUM 18.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Go Invest LLC's FNCL Position: Q3 2026 in Review

Go Invest LLC increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.71% in Q3 2026, buying an estimated $6.94K and bringing the position to 12,252 shares worth $928K. The position accounts for 0.2% of the portfolio, ranked #18.

Go Invest LLC first reported a position in FNCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $931K in Q2 2026. 225 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

  • Go Invest LLC held 12,252 shares of Fidelity MSCI Financials Index ETF worth $928K as of Q3 2026.
  • Go Invest LLC bought 86 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $6.94K.
  • Fidelity MSCI Financials Index ETF made up 0.2% of Go Invest LLC's portfolio in Q3 2026, its #18 holding.
  • Go Invest LLC first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Go Invest LLC's Fidelity MSCI Financials Index ETF position peaked at $931K in Q2 2026.
  • 225 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Go Invest LLC's 13F filing for Q3 2026, filed 9 Oct 2026.