Holos Integrated Wealth
FENY icon

Holos Integrated Wealth’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Holos Integrated Wealth’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$44.6K Hold
1,200
– – 0.02% 170
2026
Q2 		$36.4K Buy
1,200
+500
+71% +$15.9K 0.02% 173
2026
Q1 		$23.5K Buy
+700
New +$20.8K 0.01% 198

Other funds holding FENY

Scheeler Financial LLC
Scheeler Financial LLC West Chester, Ohio $132M AUM
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Wealth Quarterback
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Trail Ridge Investment Advisors
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Holos Integrated Wealth's FENY Position: Q3 2026 in Review

Holos Integrated Wealth held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q3 2026 at 1,200 shares worth $44.6K. The position accounts for 0.02% of the portfolio, ranked #170.

Holos Integrated Wealth first reported a position in FENY in Q1 2026 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold FENY as of Q3 2026.

  • Holos Integrated Wealth held 1,200 shares of Fidelity MSCI Energy Index ETF worth $44.6K as of Q3 2026.
  • Holos Integrated Wealth left its Fidelity MSCI Energy Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Energy Index ETF made up 0.02% of Holos Integrated Wealth's portfolio in Q3 2026, its #170 holding.
  • Holos Integrated Wealth first reported a position in Fidelity MSCI Energy Index ETF in Q1 2026 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.