GIL
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Go Invest LLC’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Go Invest LLC’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 		$931K Buy
12,166
+841
+7% +$62.3K 0.22% 19
2026
Q1 		$795K Buy
11,325
+1,119
+11% +$83.1K 0.23% 18
2025
Q4 		$793K Buy
+10,206
New +$771K 0.26% 17

Other funds holding FNCL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Go Invest LLC's FNCL Position: Q2 2026 in Review

Go Invest LLC increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 7.4% in Q2 2026, buying an estimated $62.3K and bringing the position to 12,166 shares worth $931K. The position accounts for 0.22% of the portfolio, ranked #19.

Go Invest LLC first reported a position in FNCL in Q4 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Go Invest LLC held 12,166 shares of Fidelity MSCI Financials Index ETF worth $931K as of Q2 2026.
  • Go Invest LLC bought 841 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $62.3K.
  • Fidelity MSCI Financials Index ETF made up 0.22% of Go Invest LLC's portfolio in Q2 2026, its #19 holding.
  • Go Invest LLC first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.