Sound Income Strategies’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sound Income Strategies’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,879	Closed	-$133K	–	1120
2026 Q1	$133K	Hold	1,879	–	–	0.01%	515
2025 Q4	$140K	Buy	1,879 +1,340	+249%	+$96.5K	0.01%	498
2025 Q3	$37.3K	Hold	539	–	–	﹤0.01%	638
2025 Q2	$34.5K	Hold	539	–	–	﹤0.01%	612
2025 Q1	$36.8K	Hold	539	–	–	﹤0.01%	572
2024 Q4	$35.2K	Hold	539	–	–	﹤0.01%	551
2024 Q3	$39.2K	Sell	539 -67	-11%	-$4.79K	﹤0.01%	499
2024 Q2	$41.6K	Buy	606 +75	+14%	+$5.07K	﹤0.01%	467
2024 Q1	$37K	Buy	531 +520	+4,727%	+$35.2K	﹤0.01%	472
2023 Q4	$712	Buy	+11	New	+$672	﹤0.01%	1199
2021 Q3	–	Sell	-76	Closed	-$5K	–	854
2021 Q2	$5K	Hold	76	–	–	﹤0.01%	597
2021 Q1	$4.48K	Sell	76 -102	-57%	-$6.03K	﹤0.01%	640
2020 Q4	$10K	Buy	178 +102	+134%	+$5.63K	﹤0.01%	446
2020 Q3	$4K	Hold	76	–	–	﹤0.01%	567
2020 Q2	$4K	Hold	76	–	–	﹤0.01%	530
2020 Q1	$3K	Hold	76	–	–	﹤0.01%	523
2019 Q4	$4K	Hold	76	–	–	﹤0.01%	484
2019 Q3	$3K	Hold	76	–	–	﹤0.01%	487
2019 Q2	$3K	Hold	76	–	–	﹤0.01%	498
2019 Q1	$3K	Hold	76	–	–	﹤0.01%	497
2018 Q4	$3K	Hold	76	–	–	﹤0.01%	487
2018 Q3	$4K	Sell	76 -82	-52%	-$3.65K	﹤0.01%	470
2018 Q2	$7K	Hold	158	–	–	﹤0.01%	374
2018 Q1	$6K	Hold	158	–	–	﹤0.01%	354
2017 Q4	$6K	Buy	+158	New	+$6.29K	﹤0.01%	297

Other funds holding FHLC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Sound Income Strategies's FHLC Position: Q2 2026 in Review

Sound Income Strategies sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026, closing a stake of 1,879 shares — an estimated $133K sold.

Sound Income Strategies first reported a position in FHLC in Q4 2017 and held it in 25 quarters. The position peaked at $140K in Q4 2025. 285 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Sound Income Strategies reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,879 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $133K.
Sound Income Strategies first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2017 and held it in 25 quarters.
Sound Income Strategies's Fidelity MSCI Health Care Index ETF position peaked at $140K in Q4 2025.
285 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.