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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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Williams & Novak's FCPI Position: Q2 2026 in Review

Williams & Novak opened a new position in Fidelity Stocks for Inflation ETF (FCPI) in Q2 2026: 4,010 shares worth $219K. The stake represents 0.14% of the portfolio and ranks #112 among its holdings. This is a return to the name: Williams & Novak previously reported a position in FCPI as recently as Q3 2025.

Williams & Novak first reported a position in FCPI in Q4 2023 and has held it in 6 quarters since. The position peaked at $313K in Q1 2024. 8 funds tracked by Wall St. Rank hold FCPI as of Q2 2026.

  • Williams & Novak held 4,010 shares of Fidelity Stocks for Inflation ETF worth $219K as of Q2 2026.
  • Fidelity Stocks for Inflation ETF was a new Williams & Novak position in Q2 2026.
  • Fidelity Stocks for Inflation ETF made up 0.14% of Williams & Novak's portfolio in Q2 2026, its #112 holding.
  • Williams & Novak first reported a position in Fidelity Stocks for Inflation ETF in Q4 2023 and has held it in 6 quarters since.
  • Williams & Novak's Fidelity Stocks for Inflation ETF position peaked at $313K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.