PKS Advisory Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

PKS Advisory Services’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Sell	3,102 -1,629	-34%	-$117K	0.04%	319
2026 Q1	$333K	Buy	4,731 +1	+0%	+$74	0.08%	196
2025 Q4	$351K	Buy	4,730 +1	+0%	+$72	0.08%	181
2025 Q3	$316K	Sell	4,729 -260	-5%	-$16.8K	0.07%	186
2025 Q2	$319K	Sell	4,989 -391	-7%	-$24.9K	0.08%	186
2025 Q1	$368K	Buy	5,380 +103	+2%	+$7.07K	0.1%	161
2024 Q4	$345K	Buy	+5,277	New	+$367K	0.09%	173

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PKS Advisory Services's FHLC Position: Q2 2026 in Review

PKS Advisory Services reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 34% in Q2 2026, selling an estimated $117K and leaving 3,102 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #319.

PKS Advisory Services first reported a position in FHLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $368K in Q1 2025. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

PKS Advisory Services held 3,102 shares of Fidelity MSCI Health Care Index ETF worth $240K as of Q2 2026.
PKS Advisory Services sold 1,629 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $117K.
Fidelity MSCI Health Care Index ETF made up 0.04% of PKS Advisory Services's portfolio in Q2 2026, its #319 holding.
PKS Advisory Services first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's Fidelity MSCI Health Care Index ETF position peaked at $368K in Q1 2025.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.