Integrated Wealth Concepts’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Integrated Wealth Concepts’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 Q2	$225K	Sell	4,116 -249	-6%	-$13.3K	﹤0.01%	2165
2026 Q1	$215K	Buy	+4,365	New	+$220K	﹤0.01%	2072

Other funds holding FCPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Integrated Wealth Concepts's FCPI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Fidelity Stocks for Inflation ETF (FCPI) stake by 5.7% in Q2 2026, selling an estimated $13.3K and leaving 4,116 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Integrated Wealth Concepts first reported a position in FCPI in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold FCPI as of Q2 2026.

Integrated Wealth Concepts held 4,116 shares of Fidelity Stocks for Inflation ETF worth $225K as of Q2 2026.
Integrated Wealth Concepts sold 249 Fidelity Stocks for Inflation ETF shares in Q2 2026, an estimated $13.3K.
Fidelity Stocks for Inflation ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2165 holding.
Integrated Wealth Concepts first reported a position in Fidelity Stocks for Inflation ETF in Q1 2026 and has held it in 2 quarters since.
50 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.