KerberRose Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

KerberRose Wealth Management’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
2022 Q2	$726K	Buy	+16,273	New	+$795K	0.59%	38

Other funds holding FNCL

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KerberRose Wealth Management's FNCL Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2022: 16,273 shares worth $726K. The stake represents 0.59% of the portfolio and ranks #38 among its holdings.

185 funds tracked by Wall St. Rank hold FNCL as of Q2 2022.

KerberRose Wealth Management held 16,273 shares of Fidelity MSCI Financials Index ETF worth $726K as of Q2 2022.
Fidelity MSCI Financials Index ETF was a new KerberRose Wealth Management position in Q2 2022.
Fidelity MSCI Financials Index ETF made up 0.59% of KerberRose Wealth Management's portfolio in Q2 2022, its #38 holding.
185 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.