Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.11M Buy
+3,683
New +$1.04M 0.11% 114

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Commonwealth Equity Services
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Morgan Stanley
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Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's FTEC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Fidelity MSCI Information Technology Index ETF (FTEC) in Q3 2026: 3,683 shares worth $1.11M. The stake represents 0.11% of the portfolio and ranks #114 among its holdings.

605 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,683 shares of Fidelity MSCI Information Technology Index ETF worth $1.11M as of Q3 2026.
  • Fidelity MSCI Information Technology Index ETF was a new Pinnacle Wealth Planning Services position in Q3 2026.
  • Fidelity MSCI Information Technology Index ETF made up 0.11% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #114 holding.
  • 605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.