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

Kalos 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
2023 Q3	–	Sell	-409	Closed	-$13.4K	–	13
2023 Q2	$13.4K	Buy	409 +178	+77%	+$5.66K	0.03%	93
2023 Q1	$7.27K	Hold	231	–	–	0.01%	249
2022 Q4	$7.15K	Buy	+231	New	+$7.22K	0.02%	99

Other funds holding FCPI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

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

Kalos Management's FCPI Position: Q3 2023 in Review

Kalos Management sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q3 2023, closing a stake of 409 shares — an estimated $13.4K sold.

Kalos Management first reported a position in FCPI in Q4 2022 and held it in 3 quarters. The position peaked at $13.4K in Q2 2023. 29 funds tracked by Wall St. Rank hold FCPI as of Q3 2023.

Kalos Management reported no remaining Fidelity Stocks for Inflation ETF position as of Q3 2023 after selling out during the quarter.
Kalos Management sold 409 Fidelity Stocks for Inflation ETF shares in Q3 2023, an estimated $13.4K.
Kalos Management first reported a position in Fidelity Stocks for Inflation ETF in Q4 2022 and held it in 3 quarters.
Kalos Management's Fidelity Stocks for Inflation ETF position peaked at $13.4K in Q2 2023.
29 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2023.

Based on Kalos Management's 13F filing for Q3 2023.