U.S. Capital Wealth Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-158	Closed	-$6.9K	–	947
2022 Q4	$6.9K	Buy	+158	New	+$6.8K	﹤0.01%	1332

Other funds holding FMAT

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

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

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

AWM

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

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

U.S. Capital Wealth Advisors's FMAT Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q1 2023, closing a stake of 158 shares — an estimated $6.9K sold.

U.S. Capital Wealth Advisors first reported a position in FMAT in Q4 2022 and held it in 1 quarter. The position peaked at $6.9K in Q4 2022. 107 funds tracked by Wall St. Rank hold FMAT as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Fidelity MSCI Materials Index ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 158 Fidelity MSCI Materials Index ETF shares in Q1 2023, an estimated $6.9K.
U.S. Capital Wealth Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Fidelity MSCI Materials Index ETF position peaked at $6.9K in Q4 2022.
107 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.