PCA Investment Advisory Services’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

PCA Investment Advisory Services’s Portfolio FLDR Stock Details FLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,160	Closed	-$157K	–	216
2023 Q2	$157K	Buy	+3,160	New	+$158K	0.09%	144

Other funds holding FLDR

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIA

Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

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

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA Investment Advisory Services's FLDR Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2023, closing a stake of 3,160 shares — an estimated $157K sold.

PCA Investment Advisory Services first reported a position in FLDR in Q2 2023 and held it in 1 quarter. The position peaked at $157K in Q2 2023. 54 funds tracked by Wall St. Rank hold FLDR as of Q3 2023.

PCA Investment Advisory Services reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 3,160 Fidelity Low Duration Bond Factor ETF shares in Q3 2023, an estimated $157K.
PCA Investment Advisory Services first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's Fidelity Low Duration Bond Factor ETF position peaked at $157K in Q2 2023.
54 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.