IFP Advisors’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

IFP Advisors’s Portfolio FCPI Stock Details FCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$173K	Hold	3,082	–	–	﹤0.01%	1621
2026 Q2	$168K	Hold	3,082	–	–	﹤0.01%	1639
2026 Q1	$152K	Hold	3,082	–	–	﹤0.01%	1549
2025 Q4	$152K	Sell	3,082 -623	-17%	-$31.2K	﹤0.01%	1526
2025 Q3	$186K	Hold	3,705	–	–	﹤0.01%	1323
2025 Q2	$173K	Sell	3,705 -69	-2%	-$3.02K	﹤0.01%	1342
2025 Q1	$163K	Hold	3,774	–	–	0.01%	1265
2024 Q4	$164K	Hold	3,774	–	–	0.01%	1226
2024 Q3	$163K	Hold	3,774	–	–	0.01%	1181
2024 Q2	$154K	Sell	3,774 -2,519	-40%	-$99.1K	0.01%	1163
2024 Q1	$248K	Sell	6,293 -1,532	-20%	-$56.7K	0.01%	895
2023 Q4	$274K	Sell	7,825 -1,525	-16%	-$50.5K	0.01%	818
2023 Q3	$300K	Sell	9,350 -3,198	-25%	-$106K	0.01%	777
2023 Q2	$412K	Sell	12,548 -2,122	-14%	-$67.4K	0.02%	720
2023 Q1	$367K	Buy	14,670 +1,517	+12%	+$47.5K	0.02%	703
2022 Q4	$330K	Buy	13,153 +7	+0.1%	+$219	0.01%	1095
2022 Q3	$330K	Buy	13,146 +7	+0.1%	+$215	0.01%	1142
2022 Q2	$329K	Hold	13,139	–	–	0.01%	1031
2022 Q1	$329K	Buy	13,139 +12,298	+1,462%	+$409K	0.01%	1031
2021 Q4	$28K	Hold	841	–	–	﹤0.01%	1796
2021 Q3	$26K	Buy	841 +69	+9%	+$2.13K	﹤0.01%	1871
2021 Q2	$24K	Buy	+772	New	+$22.4K	﹤0.01%	1850

Other funds holding FCPI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

IFP Advisors's FCPI Position: Q3 2026 in Review

IFP Advisors held its Fidelity Stocks for Inflation ETF (FCPI) position steady in Q3 2026 at 3,082 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

IFP Advisors first reported a position in FCPI in Q2 2021 and has held it in 22 quarters since. The position peaked at $412K in Q2 2023. 11 funds tracked by Wall St. Rank hold FCPI as of Q3 2026.

IFP Advisors held 3,082 shares of Fidelity Stocks for Inflation ETF worth $173K as of Q3 2026.
IFP Advisors left its Fidelity Stocks for Inflation ETF share count unchanged in Q3 2026.
Fidelity Stocks for Inflation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1621 holding.
IFP Advisors first reported a position in Fidelity Stocks for Inflation ETF in Q2 2021 and has held it in 22 quarters since.
IFP Advisors's Fidelity Stocks for Inflation ETF position peaked at $412K in Q2 2023.
11 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.