PKS Advisory Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$918K	Buy	34,118 +382	+1%	+$10.6K	0.21%	100
2025 Q4	$907K	Sell	33,736 -1,349	-4%	-$36.8K	0.21%	96
2025 Q3	$976K	Buy	35,085 +398	+1%	+$11K	0.2%	88
2025 Q2	$938K	Sell	34,687 -117	-0.3%	-$3.13K	0.23%	88
2025 Q1	$956K	Sell	34,804 -1,608	-4%	-$44.2K	0.26%	78
2024 Q4	$984K	Buy	+36,412	New	+$1.04M	0.25%	70

Other funds holding FREL

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

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

PKS Advisory Services's FREL Position: Q1 2026 in Review

PKS Advisory Services increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 1.1% in Q1 2026, buying an estimated $10.6K and bringing the position to 34,118 shares worth $918K. The position accounts for 0.21% of the portfolio, ranked #100.

PKS Advisory Services first reported a position in FREL in Q4 2024 and has held it in 6 quarters since. The position peaked at $984K in Q4 2024. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

PKS Advisory Services held 34,118 shares of Fidelity MSCI Real Estate Index ETF worth $918K as of Q1 2026.
PKS Advisory Services bought 382 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $10.6K.
Fidelity MSCI Real Estate Index ETF made up 0.21% of PKS Advisory Services's portfolio in Q1 2026, its #100 holding.
PKS Advisory Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's Fidelity MSCI Real Estate Index ETF position peaked at $984K in Q4 2024.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.