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Independence Financial Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Independence Financial Advisors’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$899K Sell
11,746
-150,856
-93% -$11.2M 0.23% 32
2026
Q1 		$11.4M Buy
162,602
+11,645
+8% +$864K 3.43% 12
2025
Q4 		$11.7M Buy
150,957
+4,661
+3% +$352K 3.23% 13
2025
Q3 		$11.2M Buy
146,296
+1,891
+1% +$142K 3.4% 13
2025
Q2 		$10.7M Buy
144,405
+4,736
+3% +$328K 4.16% 11
2025
Q1 		$9.71M Buy
+139,669
New +$9.9M 3.69% 10

Other funds holding FNCL

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Independence Financial Advisors's FNCL Position: Q2 2026 in Review

Independence Financial Advisors reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 93% in Q2 2026, selling an estimated $11.2M and leaving 11,746 shares worth $899K. The position accounts for 0.23% of the portfolio, ranked #32.

Independence Financial Advisors first reported a position in FNCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.7M in Q4 2025. 42 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Independence Financial Advisors held 11,746 shares of Fidelity MSCI Financials Index ETF worth $899K as of Q2 2026.
  • Independence Financial Advisors sold 150,856 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $11.2M.
  • Fidelity MSCI Financials Index ETF made up 0.23% of Independence Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Independence Financial Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and has held it in 6 quarters since.
  • Independence Financial Advisors's Fidelity MSCI Financials Index ETF position peaked at $11.7M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.