LWA
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Lineweaver Wealth Advisors’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Lineweaver Wealth Advisors’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-120,019
Closed -$6.07M – 137
2022
Q1 		$6.07M Buy
120,019
+2,109
+2% +$110K 1.73% 12
2021
Q4 		$6.49M Sell
117,910
-3,586
-3% -$198K 1.87% 11
2021
Q3 		$6.72M Buy
121,496
+454
+0.4% +$25.5K 2.05% 12
2021
Q2 		$6.74M Sell
121,042
-220,465
-65% -$12.1M 2.21% 12
2021
Q1 		$18.5M Sell
341,507
-36,750
-10% -$2.04M 6.57% 3
2020
Q4 		$21.7M Buy
378,257
+1,717
+0.5% +$97K 8.49% 3
2020
Q3 		$21.1M Buy
376,540
+36,905
+11% +$2.08M 9.41% 1
2020
Q2 		$18.8M Buy
339,635
+237,680
+233% +$12.7M 9.57% 1
2020
Q1 		$5.11M Sell
101,955
-22,210
-18% -$1.17M 3.21% 8
2019
Q4 		$6.58M Buy
+124,165
New +$6.58M 3.72% 7

Other funds holding FCOR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return