Summit X LLC’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Summit X LLC’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
2020 Q4	–	Sell	-774	Closed	-$237	–	311
2020 Q3	$237	Buy	+774	New	+$26.6K	﹤0.01%	392
2020 Q1	–	Sell	-9,747	Closed	-$434K	–	223
2019 Q4	$434K	Sell	9,747 -385	-4%	-$16.3K	0.16%	149
2019 Q3	$413K	Sell	10,132 -433	-4%	-$17.4K	0.17%	155
2019 Q2	$420K	Buy	10,565 +336	+3%	+$13.3K	0.17%	147
2019 Q1	$384K	Buy	+10,229	New	+$386K	0.16%	156

Other funds holding FNCL

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management

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

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Commonwealth Equity Services

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

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return