MW
FIXD icon

Maia Wealth’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History

Maia Wealth’s Portfolio FIXD Stock Details FIXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42M Sell
32,471
-3,296
-9% -$146K 0.24% 118
2025
Q4 		$1.6M Sell
35,767
-4,056
-10% -$181K 0.27% 105
2025
Q3 		$1.77M Sell
39,823
-3,225
-7% -$142K 0.3% 93
2025
Q2 		$1.89M Sell
43,048
-3,693
-8% -$160K 0.36% 76
2025
Q1 		$2.02M Sell
46,741
-5,086
-10% -$220K 0.46% 59
2024
Q4 		$2.23M Buy
51,827
+1,212
+2% +$53.1K 0.48% 47
2024
Q3 		$2.22M Buy
50,615
+1,584
+3% +$70.6K 0.55% 44
2024
Q2 		$2.14M Buy
+49,031
New +$2.1M 0.65% 41
2023
Q4 		$2.04M Buy
+45,639
New +$1.94M 0.82% 29

Other funds holding FIXD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return