Wealthcare Advisory Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Wealthcare Advisory Partners’s Portfolio FREL Stock Details FREL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-20,044	Closed	-$610K	–	555
2021 Q2	$610K	Buy	20,044 +346	+2%	+$10.3K	0.04%	276
2021 Q1	$541K	Buy	19,698 +3,996	+25%	+$105K	0.04%	274
2020 Q4	$399K	Buy	15,702 +182	+1%	+$4.49K	0.04%	270
2020 Q3	$365K	Buy	15,520 +743	+5%	+$17.7K	0.04%	250
2020 Q2	$345K	Buy	14,777 +293	+2%	+$6.6K	0.04%	222
2020 Q1	$301K	Buy	14,484 +6,656	+85%	+$175K	0.04%	215
2019 Q4	$218K	Sell	7,828 -406	-5%	-$11.3K	0.03%	283
2019 Q3	$230K	Sell	8,234 -197	-2%	-$5.35K	0.03%	251
2019 Q2	$221K	Buy	8,431 +3,995	+90%	+$104K	0.04%	258
2019 Q1	$115K	Buy	4,436 +1,096	+33%	+$27.1K	0.02%	317
2018 Q4	$75K	Hold	3,340	–	–	0.01%	354
2018 Q3	$80K	Buy	+3,340	New	+$82.8K	0.01%	374

Other funds holding FREL

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Commonwealth Equity Services

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

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

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

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Envestnet Asset Management

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