Summit Wealth Group (Colorado)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Summit Wealth Group (Colorado)’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
2026 Q3	$1.8M	Sell	66,257 -2,778	-4%	-$81.7K	0.11%	115
2026 Q2	$2.02M	Buy	69,035 +15,770	+30%	+$457K	0.17%	79
2026 Q1	$1.46M	Buy	53,265 +7,765	+17%	+$216K	0.15%	85
2025 Q4	$1.22M	Buy	+45,500	New	+$1.24M	0.16%	81
2025 Q3	–	Sell	-45,363	Closed	-$1.23M	–	542
2025 Q2	$1.23M	Buy	+45,363	New	+$1.21M	0.31%	77

Other funds holding FREL

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FREL Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 4% in Q3 2026, selling an estimated $81.7K and leaving 66,257 shares worth $1.8M. The position accounts for 0.11% of the portfolio, ranked #115.

Summit Wealth Group (Colorado) first reported a position in FREL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.02M in Q2 2026. 63 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

Summit Wealth Group (Colorado) held 66,257 shares of Fidelity MSCI Real Estate Index ETF worth $1.8M as of Q3 2026.
Summit Wealth Group (Colorado) sold 2,778 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $81.7K.
Fidelity MSCI Real Estate Index ETF made up 0.11% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #115 holding.
Summit Wealth Group (Colorado) first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s Fidelity MSCI Real Estate Index ETF position peaked at $2.02M in Q2 2026.
63 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.