SAG
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SageView Advisory Group’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-20,831
Closed -$1.11M – 1232
2025
Q4 		$1.11M Buy
+20,831
New +$1.08M 0.04% 241

Other funds holding FMAT

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

SageView Advisory Group's FMAT Position: Q1 2026 in Review

SageView Advisory Group sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2026, closing a stake of 20,831 shares — an estimated $1.11M sold.

SageView Advisory Group first reported a position in FMAT in Q4 2025 and held it in 1 quarter. The position peaked at $1.11M in Q4 2025. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

  • SageView Advisory Group reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 20,831 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $1.11M.
  • SageView Advisory Group first reported a position in Fidelity MSCI Materials Index ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Fidelity MSCI Materials Index ETF position peaked at $1.11M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.