Marquette Asset Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Marquette Asset Management’s Portfolio FREL Stock Details FREL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-263	Closed	-$6.67K	–	240
2024 Q2	$6.67K	Hold	263	–	–	﹤0.01%	172
2024 Q1	$6.87K	Hold	263	–	–	﹤0.01%	176
2023 Q4	$7.02K	Hold	263	–	–	﹤0.01%	176
2023 Q3	$5.99K	Hold	263	–	–	﹤0.01%	242
2023 Q2	$6.61K	Hold	263	–	–	﹤0.01%	250
2023 Q1	$6.56K	Hold	263	–	–	﹤0.01%	187
2022 Q4	$6.53K	Buy	+263	New	+$6.51K	﹤0.01%	192

Other funds holding FREL

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Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Commonwealth Equity Services

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

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return