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RWA Wealth Partners’s Fidelity Real Estate Investment ETF FPRO Stock Holding History

RWA Wealth Partners’s Portfolio FPRO Stock Details FPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$455K Hold
19,910
– – 0.01% 470
2025
Q4 		$444K Hold
19,910
– – ﹤0.01% 459
2025
Q3 		$449K Hold
19,910
– – 0.01% 459
2025
Q2 		$449K Hold
19,910
– – 0.01% 445
2025
Q1 		$457K Hold
19,910
– – 0.01% 416
2024
Q4 		$444K Hold
19,910
– – 0.01% 424
2024
Q3 		$482K Hold
19,910
– – 0.01% 405
2024
Q2 		$414K Hold
19,910
– – 0.01% 412
2024
Q1 		$420K Hold
19,910
– – 0.01% 415
2023
Q4 		$431K Buy
+19,910
New +$390K 0.01% 393

Other funds holding FPRO

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RWA Wealth Partners's FPRO Position: Q1 2026 in Review

RWA Wealth Partners held its Fidelity Real Estate Investment ETF (FPRO) position steady in Q1 2026 at 19,910 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #470.

RWA Wealth Partners first reported a position in FPRO in Q4 2023 and has held it in 10 quarters since. The position peaked at $482K in Q3 2024. 7 funds tracked by Wall St. Rank hold FPRO as of Q1 2026.

  • RWA Wealth Partners held 19,910 shares of Fidelity Real Estate Investment ETF worth $455K as of Q1 2026.
  • RWA Wealth Partners left its Fidelity Real Estate Investment ETF share count unchanged in Q1 2026.
  • Fidelity Real Estate Investment ETF made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #470 holding.
  • RWA Wealth Partners first reported a position in Fidelity Real Estate Investment ETF in Q4 2023 and has held it in 10 quarters since.
  • RWA Wealth Partners's Fidelity Real Estate Investment ETF position peaked at $482K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Fidelity Real Estate Investment ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.