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Valued Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Valued Wealth Advisors’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
2026
Q2 		– Sell
-73
Closed -$5.13K – 921
2026
Q1 		$5.13K Hold
73
– – ﹤0.01% 396
2025
Q4 		$5.68K Hold
73
– – ﹤0.01% 284
2025
Q3 		$5.57K Hold
73
– – ﹤0.01% 274
2025
Q2 		$5.41K Hold
73
– – ﹤0.01% 275
2025
Q1 		$5.08K Buy
+73
New +$5.17K ﹤0.01% 305

Other funds holding FNCL

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valued Wealth Advisors's FNCL Position: Q2 2026 in Review

Valued Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026, closing a stake of 73 shares — an estimated $5.13K sold.

Valued Wealth Advisors first reported a position in FNCL in Q1 2025 and held it in 5 quarters. The position peaked at $5.68K in Q4 2025. 54 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Valued Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 73 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $5.13K.
  • Valued Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and held it in 5 quarters.
  • Valued Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $5.68K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.