Oakmont Advisory Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Oakmont Advisory Group’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
2026 Q2	$1.35K	Buy	+46	New	+$1.33K	﹤0.01%	443

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Oakmont Advisory Group's FREL Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 46 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings.

209 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Oakmont Advisory Group held 46 shares of Fidelity MSCI Real Estate Index ETF worth $1.35K as of Q2 2026.
Fidelity MSCI Real Estate Index ETF was a new Oakmont Advisory Group position in Q2 2026.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #443 holding.
209 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.