IHT Wealth Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

IHT Wealth Management’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
2022 Q2	–	Sell	-8,965	Closed	-$305K	–	756
2022 Q1	$305K	Buy	8,965 +48	+0.5%	+$1.6K	0.02%	565
2021 Q4	$302K	Buy	+8,917	New	+$291K	0.02%	608

Other funds holding FCPI

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBL

Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

IHT Wealth Management's FCPI Position: Q2 2022 in Review

IHT Wealth Management sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q2 2022, closing a stake of 8,965 shares — an estimated $305K sold.

IHT Wealth Management first reported a position in FCPI in Q4 2021 and held it in 2 quarters. The position peaked at $305K in Q1 2022. 46 funds tracked by Wall St. Rank hold FCPI as of Q2 2022.

IHT Wealth Management reported no remaining Fidelity Stocks for Inflation ETF position as of Q2 2022 after selling out during the quarter.
IHT Wealth Management sold 8,965 Fidelity Stocks for Inflation ETF shares in Q2 2022, an estimated $305K.
IHT Wealth Management first reported a position in Fidelity Stocks for Inflation ETF in Q4 2021 and held it in 2 quarters.
IHT Wealth Management's Fidelity Stocks for Inflation ETF position peaked at $305K in Q1 2022.
46 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2022.

Based on IHT Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.