Gradient Investments’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-12	Closed	-$671	–	671
2024 Q2	$671	Buy	+12	New	+$695	﹤0.01%	1147
2024 Q1	–	Sell	-23	Closed	-$1.23K	–	1442
2023 Q4	$1.23K	Hold	23	–	–	﹤0.01%	1358
2023 Q3	$1.07K	Hold	23	–	–	﹤0.01%	1352
2023 Q2	$1.08K	Hold	23	–	–	﹤0.01%	1338
2023 Q1	$1.04K	Hold	23	–	–	﹤0.01%	1201
2022 Q4	$1.1K	Buy	+23	New	+$1.1K	﹤0.01%	1179
2022 Q3	–	Sell	-18	Closed	-$1K	–	1402
2022 Q2	$1K	Buy	+18	New	+$880	﹤0.01%	1126
2018 Q3	–	Sell	-203	Closed	-$8K	–	1001
2018 Q2	$8K	Buy	+203	New	+$8.23K	﹤0.01%	648

Other funds holding FNCL

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return