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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
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

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Holos Integrated Wealth's FENY Position: Q2 2026 in Review

Holos Integrated Wealth increased its Fidelity MSCI Energy Index ETF (FENY) stake by 71% in Q2 2026, buying an estimated $15.9K and bringing the position to 1,200 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #173.

Holos Integrated Wealth first reported a position in FENY in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Holos Integrated Wealth held 1,200 shares of Fidelity MSCI Energy Index ETF worth $36.4K as of Q2 2026.
  • Holos Integrated Wealth bought 500 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $15.9K.
  • Fidelity MSCI Energy Index ETF made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #173 holding.
  • Holos Integrated Wealth first reported a position in Fidelity MSCI Energy Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.