NBC Securities’s Fitz-Gerald Must Have Portfolio ETF FITZ Stock Holding History

NBC Securities’s Portfolio FITZ Stock Details FITZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.3K	Buy	+400	New	+$10K	﹤0.01%	1907

Other funds holding FITZ

Polaris Financial Partners Westerville, Ohio $223M AUM

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $202M AUM 20.26% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

NBC Securities's FITZ Position: Q3 2026 in Review

NBC Securities opened a new position in Fitz-Gerald Must Have Portfolio ETF (FITZ) in Q3 2026: 400 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #1907 among its holdings.

11 funds tracked by Wall St. Rank hold FITZ as of Q3 2026.

NBC Securities held 400 shares of Fitz-Gerald Must Have Portfolio ETF worth $10.3K as of Q3 2026.
Fitz-Gerald Must Have Portfolio ETF was a new NBC Securities position in Q3 2026.
Fitz-Gerald Must Have Portfolio ETF made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1907 holding.
11 funds tracked by Wall St. Rank held Fitz-Gerald Must Have Portfolio ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.