Nova Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Nova Wealth Management’s Portfolio FNCL Stock Details FNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$649K	Sell	8,474 -4,301	-34%	-$319K	0.36%	81
2026 Q1	$897K	Sell	12,775 -1,457	-10%	-$108K	0.58%	59
2025 Q4	$1.11M	Buy	14,232 +112	+0.8%	+$8.46K	0.76%	40
2025 Q3	$1.08M	Buy	14,120 +758	+6%	+$57.1K	0.76%	38
2025 Q2	$989K	Buy	13,362 +2,278	+21%	+$158K	0.73%	40
2025 Q1	$771K	Buy	11,084 +3,105	+39%	+$220K	0.67%	43
2024 Q4	$548K	Buy	+7,979	New	+$548K	0.47%	52

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Nova Wealth Management's FNCL Position: Q2 2026 in Review

Nova Wealth Management reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 34% in Q2 2026, selling an estimated $319K and leaving 8,474 shares worth $649K. The position accounts for 0.36% of the portfolio, ranked #81.

Nova Wealth Management first reported a position in FNCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Nova Wealth Management held 8,474 shares of Fidelity MSCI Financials Index ETF worth $649K as of Q2 2026.
Nova Wealth Management sold 4,301 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $319K.
Fidelity MSCI Financials Index ETF made up 0.36% of Nova Wealth Management's portfolio in Q2 2026, its #81 holding.
Nova Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $1.11M in Q4 2025.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.