Kestra Private Wealth Services’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Kestra Private Wealth Services’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
2024 Q1	–	Sell	-8,461	Closed	-$296K	–	1326
2023 Q4	$296K	Sell	8,461 -512	-6%	-$17K	0.01%	954
2023 Q3	$288K	Sell	8,973 -58,190	-87%	-$1.92M	0.01%	880
2023 Q2	$2.2M	Sell	67,163 -441	-0.7%	-$14K	0.08%	279
2023 Q1	$2.13M	Buy	67,604 +1,130	+2%	+$35.4K	0.08%	257
2022 Q4	$2.06M	Sell	66,474 -926	-1%	-$28.9K	0.1%	224
2022 Q3	$1.9M	Sell	67,400 -18,705	-22%	-$573K	0.11%	214
2022 Q2	$2.51M	Buy	86,105 +78,638	+1,053%	+$2.53M	0.14%	171
2022 Q1	$254K	Buy	+7,467	New	+$248K	0.01%	798

Other funds holding FCPI

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

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

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

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

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

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

RJFSA

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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Kestra Private Wealth Services's FCPI Position: Q1 2024 in Review

Kestra Private Wealth Services sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q1 2024, closing a stake of 8,461 shares — an estimated $296K sold.

Kestra Private Wealth Services first reported a position in FCPI in Q1 2022 and held it in 8 quarters. The position peaked at $2.51M in Q2 2022. 35 funds tracked by Wall St. Rank hold FCPI as of Q1 2024.

Kestra Private Wealth Services reported no remaining Fidelity Stocks for Inflation ETF position as of Q1 2024 after selling out during the quarter.
Kestra Private Wealth Services sold 8,461 Fidelity Stocks for Inflation ETF shares in Q1 2024, an estimated $296K.
Kestra Private Wealth Services first reported a position in Fidelity Stocks for Inflation ETF in Q1 2022 and held it in 8 quarters.
Kestra Private Wealth Services's Fidelity Stocks for Inflation ETF position peaked at $2.51M in Q2 2022.
35 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q1 2024.

Based on Kestra Private Wealth Services's 13F filing for Q1 2024, filed 2 May 2024.