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Spectrum Wealth Counsel’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Spectrum Wealth Counsel’s Portfolio FCPI Stock Details FCPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$14.3K Hold
331
– – ﹤0.01% 217
2024
Q4 		$14.3K Hold
331
– – ﹤0.01% 220
2024
Q3 		$14.3K Hold
331
– – ﹤0.01% 236
2024
Q2 		$13.5K Hold
331
– – ﹤0.01% 284
2024
Q1 		$13K Hold
331
– – ﹤0.01% 284
2023
Q4 		$11.6K Buy
+331
New +$11K ﹤0.01% 259

Other funds holding FCPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spectrum Wealth Counsel's FCPI Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Fidelity Stocks for Inflation ETF (FCPI) position steady in Q1 2025 at 331 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Spectrum Wealth Counsel first reported a position in FCPI in Q4 2023 and has held it in 6 quarters since. The position peaked at $14.3K in Q4 2024. 41 funds tracked by Wall St. Rank hold FCPI as of Q1 2025.

  • Spectrum Wealth Counsel held 331 shares of Fidelity Stocks for Inflation ETF worth $14.3K as of Q1 2025.
  • Spectrum Wealth Counsel left its Fidelity Stocks for Inflation ETF share count unchanged in Q1 2025.
  • Fidelity Stocks for Inflation ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #217 holding.
  • Spectrum Wealth Counsel first reported a position in Fidelity Stocks for Inflation ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Fidelity Stocks for Inflation ETF position peaked at $14.3K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.