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

Visionary 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	$307K	Buy	4,006 +15	+0.4%	+$1.11K	0.01%	537
2026 Q1	$280K	Buy	3,991 +22	+0.6%	+$1.63K	0.01%	538
2025 Q4	$309K	Buy	3,969 +926	+30%	+$70K	0.01%	491
2025 Q3	$232K	Buy	3,043 +7	+0.2%	+$527	0.01%	545
2025 Q2	$225K	Hold	3,036	–	–	0.01%	526
2025 Q1	$211K	Hold	3,036	–	–	0.01%	513
2024 Q4	$209K	Buy	+3,036	New	+$209K	0.01%	509

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Visionary Wealth Advisors increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.38% in Q2 2026, buying an estimated $1.11K and bringing the position to 4,006 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #537.

Visionary Wealth Advisors first reported a position in FNCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q4 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Visionary Wealth Advisors held 4,006 shares of Fidelity MSCI Financials Index ETF worth $307K as of Q2 2026.
Visionary Wealth Advisors bought 15 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $1.11K.
Fidelity MSCI Financials Index ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #537 holding.
Visionary Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 7 quarters since.
Visionary Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $309K in Q4 2025.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.