Peak Financial Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Peak Financial Management’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.97M	Sell	34,155 -883	-3%	-$51.7K	0.5%	34
2025 Q4	$1.86M	Sell	35,038 -1,704	-5%	-$88K	0.48%	34
2025 Q3	$1.93M	Sell	36,742 -4,017	-10%	-$209K	0.51%	33
2025 Q2	$2.03M	Sell	40,759 -3,917	-9%	-$188K	0.58%	34
2025 Q1	$2.16M	Sell	44,676 -4,796	-10%	-$238K	0.65%	31
2024 Q4	$2.38M	Sell	49,472 -1,901	-4%	-$100K	0.71%	31
2024 Q3	$2.78M	Sell	51,373 -97,936	-66%	-$5.02M	0.82%	30
2024 Q2	$7.38M	Sell	149,309 -877	-0.6%	-$44.6K	2.31%	18
2024 Q1	$7.87M	Buy	150,186 +1,918	+1%	+$93.3K	2.49%	15
2023 Q4	$7.23M	Sell	148,268 -8,411	-5%	-$378K	2.43%	16
2023 Q3	$6.92M	Buy	156,679 +1,701	+1%	+$78.7K	2.52%	15
2023 Q2	$7.23M	Sell	154,978 -11	-0%	-$492	2.57%	14
2023 Q1	$7.07M	Sell	154,989 -798	-0.5%	-$36.6K	2.63%	17
2022 Q4	$6.8M	Sell	155,787 -1,508	-1%	-$64.9K	2.67%	15
2022 Q3	$5.98M	Sell	157,295 -6,051	-4%	-$255K	2.49%	18
2022 Q2	$6.7M	Buy	163,346 +1,440	+0.9%	+$67.5K	2.58%	16
2022 Q1	$8.04M	Sell	161,906 -1,522	-0.9%	-$72.8K	2.7%	14
2021 Q4	$8.23M	Sell	163,428 -1,217	-0.7%	-$58.6K	2.66%	13
2021 Q3	$7.29M	Buy	164,645 +1,524	+0.9%	+$70.7K	2.47%	16
2021 Q2	$7.54M	Sell	163,121 -5,158	-3%	-$244K	2.56%	16
2021 Q1	$7.45M	Sell	168,279 -6,612	-4%	-$278K	2.7%	14
2020 Q4	$7.02M	Sell	174,891 -254	-0.1%	-$9.53K	2.64%	15
2020 Q3	$6.02M	Buy	175,145 +2,491	+1%	+$84.2K	2.6%	16
2020 Q2	$5.32M	Sell	172,654 -15,808	-8%	-$453K	2.5%	17
2020 Q1	$4.62M	Sell	188,462 -536	-0.3%	-$16.3K	2.36%	18
2019 Q4	$6.49M	Sell	188,998 -7,491	-4%	-$247K	2.77%	13
2019 Q3	$6.35M	Buy	196,489 +1,078	+0.6%	+$34.6K	2.82%	13
2019 Q2	$6.41M	Buy	195,411 +8,861	+5%	+$281K	2.88%	12
2019 Q1	$5.88M	Buy	186,550 +5,241	+3%	+$161K	2.7%	12
2018 Q4	$5.15M	Sell	181,309 -46,345	-20%	-$1.41M	2.53%	18
2018 Q3	$7.64M	Buy	227,654 +3,224	+1%	+$110K	3.44%	10
2018 Q2	$7.56M	Buy	224,430 +10,974	+5%	+$373K	3.49%	9
2018 Q1	$7.04M	Sell	213,456 -41,099	-16%	-$1.44M	3.35%	10
2017 Q4	$8.92M	Sell	254,555 -213	-0.1%	-$7.27K	3.38%	11
2017 Q3	$8.41M	Buy	254,768 +247,666	+3,487%	+$7.89M	3.24%	15
2017 Q2	$222K	Buy	+7,102	New	+$218K	0.09%	43

Other funds holding FMAT

AWM

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Peak Financial Management's FMAT Position: Q1 2026 in Review

Peak Financial Management reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 2.5% in Q1 2026, selling an estimated $51.7K and leaving 34,155 shares worth $1.97M. The position accounts for 0.5% of the portfolio, ranked #34.

Peak Financial Management first reported a position in FMAT in Q2 2017 and has held it in 36 quarters since. The position peaked at $8.92M in Q4 2017. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Peak Financial Management held 34,155 shares of Fidelity MSCI Materials Index ETF worth $1.97M as of Q1 2026.
Peak Financial Management sold 883 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $51.7K.
Fidelity MSCI Materials Index ETF made up 0.5% of Peak Financial Management's portfolio in Q1 2026, its #34 holding.
Peak Financial Management first reported a position in Fidelity MSCI Materials Index ETF in Q2 2017 and has held it in 36 quarters since.
Peak Financial Management's Fidelity MSCI Materials Index ETF position peaked at $8.92M in Q4 2017.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.