Sound Income Strategies’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-53	Closed	-$1.45K	–	1750
2025 Q2	$1.45K	Hold	53	–	–	﹤0.01%	1314
2025 Q1	$1.45K	Buy	53 +1	+2%	+$27	﹤0.01%	1291
2024 Q4	$1.42K	Buy	+52	New	+$1.49K	﹤0.01%	1228
2024 Q3	–	Sell	-141	Closed	-$3.57K	–	1439
2024 Q2	$3.57K	Buy	141 +117	+488%	+$2.91K	﹤0.01%	1011
2024 Q1	$626	Sell	24 -13	-35%	-$335	﹤0.01%	1215
2023 Q4	$986	Buy	+37	New	+$881	﹤0.01%	1166
2020 Q2	–	Sell	-17	Closed	–	–	805
2020 Q1	$0	Buy	+17	New	+$448	﹤0.01%	792

Other funds holding FREL

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

AWM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

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

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Sound Income Strategies's FREL Position: Q3 2025 in Review

Sound Income Strategies sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2025, closing a stake of 53 shares — an estimated $1.45K sold.

Sound Income Strategies first reported a position in FREL in Q1 2020 and held it in 7 quarters. The position peaked at $3.57K in Q2 2024. 210 funds tracked by Wall St. Rank hold FREL as of Q3 2025.

Sound Income Strategies reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2025 after selling out during the quarter.
Sound Income Strategies sold 53 Fidelity MSCI Real Estate Index ETF shares in Q3 2025, an estimated $1.45K.
Sound Income Strategies first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and held it in 7 quarters.
Sound Income Strategies's Fidelity MSCI Real Estate Index ETF position peaked at $3.57K in Q2 2024.
210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.