Principle Wealth Partners’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Principle Wealth Partners’s Portfolio FCPI Stock Details FCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-23,068	Closed	-$740K	–	339
2023 Q3	$740K	Hold	23,068	–	–	0.07%	167
2023 Q2	$757K	Sell	23,068 -6,135	-21%	-$195K	0.08%	160
2023 Q1	$920K	Sell	29,203 -9,274	-24%	-$290K	0.1%	144
2022 Q4	$1.19M	Sell	38,477 -5,984	-13%	-$187K	0.14%	117
2022 Q3	$1.25K	Sell	44,461 -1,202	-3%	-$36.8K	0.12%	107
2022 Q2	$1.33M	Buy	+45,663	New	+$1.47M	0.16%	112

Other funds holding FCPI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Principle Wealth Partners's FCPI Position: Q4 2023 in Review

Principle Wealth Partners sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q4 2023, closing a stake of 23,068 shares — an estimated $740K sold.

Principle Wealth Partners first reported a position in FCPI in Q2 2022 and held it in 6 quarters. The position peaked at $1.33M in Q2 2022. 34 funds tracked by Wall St. Rank hold FCPI as of Q4 2023.

Principle Wealth Partners reported no remaining Fidelity Stocks for Inflation ETF position as of Q4 2023 after selling out during the quarter.
Principle Wealth Partners sold 23,068 Fidelity Stocks for Inflation ETF shares in Q4 2023, an estimated $740K.
Principle Wealth Partners first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and held it in 6 quarters.
Principle Wealth Partners's Fidelity Stocks for Inflation ETF position peaked at $1.33M in Q2 2022.
34 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q4 2023.

Based on Principle Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.