Polaris Financial Partners’s Fitz-Gerald Must Have Portfolio ETF FITZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$847K Buy
+32,730
New +$821K 0.38% 35

Polaris Financial Partners's FITZ Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Fitz-Gerald Must Have Portfolio ETF (FITZ) in Q3 2026: 32,730 shares worth $847K. The stake represents 0.38% of the portfolio and ranks #35 among its holdings.

1 fund tracked by Wall St. Rank holds FITZ as of Q3 2026.

  • Polaris Financial Partners held 32,730 shares of Fitz-Gerald Must Have Portfolio ETF worth $847K as of Q3 2026.
  • Fitz-Gerald Must Have Portfolio ETF was a new Polaris Financial Partners position in Q3 2026.
  • Fitz-Gerald Must Have Portfolio ETF made up 0.38% of Polaris Financial Partners's portfolio in Q3 2026, its #35 holding.
  • 1 fund tracked by Wall St. Rank held Fitz-Gerald Must Have Portfolio ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.