Prostatis Group’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Prostatis Group’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-50,028	Closed	-$50K	–	147
2023 Q2	$50K	Buy	+50,028	New	+$2.24M	0.02%	178
2022 Q1	–	Sell	-10,201	Closed	-$514K	–	89
2021 Q4	$514K	Sell	10,201 -4,479	-31%	-$216K	0.31%	50
2021 Q3	$650K	Sell	14,680 -474	-3%	-$22K	0.39%	51
2021 Q2	$700K	Sell	15,154 -927	-6%	-$43.8K	0.48%	49
2021 Q1	$712K	Buy	+16,081	New	+$677K	0.56%	44

Other funds holding FMAT

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Prostatis Group's FMAT Position: Q3 2023 in Review

Prostatis Group sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q3 2023, closing a stake of 50,028 shares — an estimated $50K sold.

Prostatis Group first reported a position in FMAT in Q1 2021 and held it in 5 quarters. The position peaked at $712K in Q1 2021. 105 funds tracked by Wall St. Rank hold FMAT as of Q3 2023.

Prostatis Group reported no remaining Fidelity MSCI Materials Index ETF position as of Q3 2023 after selling out during the quarter.
Prostatis Group sold 50,028 Fidelity MSCI Materials Index ETF shares in Q3 2023, an estimated $50K.
Prostatis Group first reported a position in Fidelity MSCI Materials Index ETF in Q1 2021 and held it in 5 quarters.
Prostatis Group's Fidelity MSCI Materials Index ETF position peaked at $712K in Q1 2021.
105 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.