Traphagen Investment Advisors’s Fidelity Real Estate Income ETF FREI Stock Holding History

Traphagen Investment Advisors’s Portfolio FREI Stock Details FREI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17.2M	Buy	+716,951	New	+$17.8M	1.18%	19

Traphagen Investment Advisors's FREI Position: Q3 2026 in Review

Traphagen Investment Advisors opened a new position in Fidelity Real Estate Income ETF (FREI) in Q3 2026: 716,951 shares worth $17.2M. The stake represents 1.18% of the portfolio and ranks #19 among its holdings.

1 fund tracked by Wall St. Rank holds FREI as of Q3 2026.

Traphagen Investment Advisors held 716,951 shares of Fidelity Real Estate Income ETF worth $17.2M as of Q3 2026.
Fidelity Real Estate Income ETF was a new Traphagen Investment Advisors position in Q3 2026.
Fidelity Real Estate Income ETF made up 1.18% of Traphagen Investment Advisors's portfolio in Q3 2026, its #19 holding.
1 fund tracked by Wall St. Rank held Fidelity Real Estate Income ETF as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.