GPS Wealth Strategies Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

GPS Wealth Strategies Group’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-268	Closed	-$16.5K	–	1269
2023 Q1	$16.5K	Buy	+268	New	+$16.6K	﹤0.01%	733
2022 Q4	–	Sell	-268	Closed	-$15K	–	456
2022 Q3	$15K	Hold	268	–	–	﹤0.01%	679
2022 Q2	$16K	Hold	268	–	–	﹤0.01%	665
2022 Q1	$18K	Hold	268	–	–	﹤0.01%	608
2021 Q4	$18K	Hold	268	–	–	﹤0.01%	613
2021 Q3	$17K	Hold	268	–	–	﹤0.01%	597
2021 Q2	$17K	Hold	268	–	–	﹤0.01%	626
2021 Q1	$15K	Buy	+268	New	+$15.9K	﹤0.01%	603

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GPS Wealth Strategies Group's FHLC Position: Q2 2023 in Review

GPS Wealth Strategies Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2023, closing a stake of 268 shares — an estimated $16.5K sold.

GPS Wealth Strategies Group first reported a position in FHLC in Q1 2021 and held it in 8 quarters. The position peaked at $18K in Q1 2022. 299 funds tracked by Wall St. Rank hold FHLC as of Q2 2023.

GPS Wealth Strategies Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2023 after selling out during the quarter.
GPS Wealth Strategies Group sold 268 Fidelity MSCI Health Care Index ETF shares in Q2 2023, an estimated $16.5K.
GPS Wealth Strategies Group first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and held it in 8 quarters.
GPS Wealth Strategies Group's Fidelity MSCI Health Care Index ETF position peaked at $18K in Q1 2022.
299 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2023, filed 17 Jul 2023.