Williams & Novak’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Williams & Novak’s Portfolio FCPI Stock Details FCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-4,010	Closed	-$219K	–	152
2026 Q2	$219K	Buy	+4,010	New	+$213K	0.14%	112
2025 Q4	–	Sell	-4,010	Closed	-$201K	–	147
2025 Q3	$201K	Buy	+4,010	New	+$192K	0.15%	111
2024 Q4	–	Sell	-5,050	Closed	-$219K	–	129
2024 Q3	$219K	Sell	5,050 -2,250	-31%	-$93.5K	0.2%	102
2024 Q2	$298K	Sell	7,300 -1,640	-18%	-$64.5K	0.28%	85
2024 Q1	$313K	Hold	8,940	–	–	0.36%	61
2023 Q4	$313K	Buy	+8,940	New	+$296K	0.36%	61

Other funds holding FCPI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Williams & Novak's FCPI Position: Q3 2026 in Review

Williams & Novak sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q3 2026, closing a stake of 4,010 shares — an estimated $219K sold.

Williams & Novak first reported a position in FCPI in Q4 2023 and held it in 6 quarters. The position peaked at $313K in Q1 2024. 11 funds tracked by Wall St. Rank hold FCPI as of Q3 2026.

Williams & Novak reported no remaining Fidelity Stocks for Inflation ETF position as of Q3 2026 after selling out during the quarter.
Williams & Novak sold 4,010 Fidelity Stocks for Inflation ETF shares in Q3 2026, an estimated $219K.
Williams & Novak first reported a position in Fidelity Stocks for Inflation ETF in Q4 2023 and held it in 6 quarters.
Williams & Novak's Fidelity Stocks for Inflation ETF position peaked at $313K in Q1 2024.
11 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.