HBW Advisory Services’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

HBW Advisory Services’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15,977	Closed	-$745K	–	310
2023 Q2	$745K	Buy	15,977 +982	+7%	+$43.9K	0.16%	138
2023 Q1	$683K	Sell	14,995 -23,674	-61%	-$1.08M	0.17%	138
2022 Q4	$1.69M	Buy	38,669 +25,156	+186%	+$1.08M	0.45%	65
2022 Q3	$514K	Buy	13,513 +43	+0.3%	+$1.81K	0.14%	154
2022 Q2	$552K	Buy	13,470 +258	+2%	+$12.1K	0.14%	145
2022 Q1	$656K	Buy	+13,212	New	+$632K	0.23%	111
2021 Q4	–	Sell	-23,387	Closed	-$1.03M	–	267
2021 Q3	$1.03M	Sell	23,387 -38,709	-62%	-$1.8M	0.27%	90
2021 Q2	$2.87M	Buy	+62,096	New	+$2.93M	0.76%	42
2020 Q3	–	Sell	-16,208	Closed	-$500K	–	209
2020 Q2	$500K	Buy	+16,208	New	+$465K	0.23%	103

Other funds holding FMAT

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Commonwealth Equity Services

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return