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Golden State Wealth Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Golden State Wealth Management’s Portfolio FCPI Stock Details FCPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$484K Sell
8,857
-6,250
-41% -$333K 0.04% 282
2026
Q1 		$743K Sell
15,107
-24,589
-62% -$1.24M 0.08% 200
2025
Q4 		$1.96M Sell
39,696
-1,472
-4% -$73.6K 0.21% 93
2025
Q3 		$2.06M Buy
41,168
+39
+0.1% +$1.87K 0.23% 82
2025
Q2 		$1.92M Buy
+41,129
New +$1.8M 0.23% 80

Other funds holding FCPI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
WFS
WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Golden State Wealth Management's FCPI Position: Q2 2026 in Review

Golden State Wealth Management reduced its Fidelity Stocks for Inflation ETF (FCPI) stake by 41% in Q2 2026, selling an estimated $333K and leaving 8,857 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #282.

Golden State Wealth Management first reported a position in FCPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.06M in Q3 2025. 17 funds tracked by Wall St. Rank hold FCPI as of Q2 2026.

  • Golden State Wealth Management held 8,857 shares of Fidelity Stocks for Inflation ETF worth $484K as of Q2 2026.
  • Golden State Wealth Management sold 6,250 Fidelity Stocks for Inflation ETF shares in Q2 2026, an estimated $333K.
  • Fidelity Stocks for Inflation ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Golden State Wealth Management first reported a position in Fidelity Stocks for Inflation ETF in Q2 2025 and has held it in 5 quarters since.
  • Golden State Wealth Management's Fidelity Stocks for Inflation ETF position peaked at $2.06M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.