Parallel Advisors
FITZ icon

Parallel Advisors’s Fitz-Gerald Must Have Portfolio ETF FITZ Stock Holding History

Parallel Advisors’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 Hold
400
– – ﹤0.01% 3031
2026
Q2 		$9.7K Buy
+400
New +$9.7K ﹤0.01% 2958

Other funds holding FITZ

Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return
Foresight Capital Management Advisors
Foresight Capital Management Advisors Saline, Michigan $202M AUM 20.26% 1-Year Est. Return

Parallel Advisors's FITZ Position: Q3 2026 in Review

Parallel Advisors held its Fitz-Gerald Must Have Portfolio ETF (FITZ) position steady in Q3 2026 at 400 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

Parallel Advisors first reported a position in FITZ in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold FITZ as of Q3 2026.

  • Parallel Advisors held 400 shares of Fitz-Gerald Must Have Portfolio ETF worth $10.3K as of Q3 2026.
  • Parallel Advisors left its Fitz-Gerald Must Have Portfolio ETF share count unchanged in Q3 2026.
  • Fitz-Gerald Must Have Portfolio ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3031 holding.
  • Parallel Advisors first reported a position in Fitz-Gerald Must Have Portfolio ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Fitz-Gerald Must Have Portfolio ETF as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.