Sound Income Strategies’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-608	Closed	-$42.7K	–	1146
2026 Q1	$42.7K	Hold	608	–	–	﹤0.01%	875
2025 Q4	$47.2K	Buy	608 +470	+341%	+$35.5K	﹤0.01%	814
2025 Q3	$10.4K	Hold	138	–	–	﹤0.01%	998
2025 Q2	$10.2K	Hold	138	–	–	﹤0.01%	937
2025 Q1	$9.59K	Hold	138	–	–	﹤0.01%	913
2024 Q4	$9.48K	Buy	138 +125	+962%	+$8.59K	﹤0.01%	855
2024 Q3	$830	Sell	13 -88	-87%	-$5.41K	﹤0.01%	1269
2024 Q2	$5.85K	Buy	+101	New	+$5.85K	﹤0.01%	907
2021 Q3	–	Sell	-80	Closed	-$4K	–	856
2021 Q2	$4K	Hold	80	–	–	﹤0.01%	628
2021 Q1	$3.92K	Hold	80	–	–	﹤0.01%	663
2020 Q4	$3K	Hold	80	–	–	﹤0.01%	667
2020 Q3	$3K	Hold	80	–	–	﹤0.01%	613
2020 Q2	$3K	Hold	80	–	–	﹤0.01%	574
2020 Q1	$2K	Hold	80	–	–	﹤0.01%	586
2019 Q4	$4K	Hold	80	–	–	﹤0.01%	485
2019 Q3	$3K	Hold	80	–	–	﹤0.01%	488
2019 Q2	$3K	Hold	80	–	–	﹤0.01%	499
2019 Q1	$3K	Hold	80	–	–	﹤0.01%	498
2018 Q4	$3K	Hold	80	–	–	﹤0.01%	488
2018 Q3	$3K	Sell	80 -85	-52%	-$3.49K	﹤0.01%	503
2018 Q2	$6K	Hold	165	–	–	﹤0.01%	392
2018 Q1	$7K	Hold	165	–	–	﹤0.01%	333
2017 Q4	$7K	Buy	+165	New	+$6.5K	﹤0.01%	276

Other funds holding FNCL

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

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

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

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

KAS

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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

AWM

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

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

Sound Income Strategies sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026, closing a stake of 608 shares — an estimated $42.7K sold.

Sound Income Strategies first reported a position in FNCL in Q4 2017 and held it in 23 quarters. The position peaked at $47.2K in Q4 2025. 178 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Sound Income Strategies reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 608 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $42.7K.
Sound Income Strategies first reported a position in Fidelity MSCI Financials Index ETF in Q4 2017 and held it in 23 quarters.
Sound Income Strategies's Fidelity MSCI Financials Index ETF position peaked at $47.2K in Q4 2025.
178 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

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