Xcel Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Xcel Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$689K	Hold	8,914	–	–	0.16%	96
2026 Q1	$627K	Hold	8,914	–	–	0.17%	93
2025 Q4	$662K	Buy	8,914 +3,914	+78%	+$282K	0.17%	82
2025 Q3	$334K	Hold	5,000	–	–	0.09%	117
2025 Q2	$320K	Hold	5,000	–	–	0.09%	113
2025 Q1	$342K	Hold	5,000	–	–	0.11%	106
2024 Q4	$327K	Hold	5,000	–	–	0.09%	107
2024 Q3	$364K	Hold	5,000	–	–	0.11%	96
2024 Q2	$343K	Sell	5,000 -81	-2%	-$5.47K	0.11%	90
2024 Q1	$355K	Buy	5,081 +81	+2%	+$5.49K	0.11%	93
2023 Q4	$323K	Hold	5,000	–	–	0.11%	92
2023 Q3	$303K	Sell	5,000 -55	-1%	-$3.46K	0.12%	92
2023 Q2	$319K	Sell	5,055 -100	-2%	-$6.27K	0.1%	113
2023 Q1	$317K	Hold	5,155	–	–	0.11%	109
2022 Q4	$330K	Hold	5,155	–	–	0.13%	103
2022 Q3	$297K	Hold	5,155	–	–	0.11%	105
2022 Q2	$313K	Hold	5,155	–	–	0.11%	102
2022 Q1	$338K	Hold	5,155	–	–	0.09%	117
2021 Q4	$354K	Sell	5,155 -173	-3%	-$11.4K	0.09%	121
2021 Q3	$340K	Hold	5,328	–	–	0.1%	114
2021 Q2	$340K	Hold	5,328	–	–	0.1%	114
2021 Q1	$314K	Hold	5,328	–	–	0.11%	107
2020 Q4	$307K	Hold	5,328	–	–	0.13%	99
2020 Q3	$280K	Hold	5,328	–	–	0.14%	94
2020 Q2	$265K	Hold	5,328	–	–	0.16%	86
2020 Q1	$228K	Hold	5,328	–	–	0.21%	73
2019 Q4	$265K	Hold	5,328	–	–	0.22%	66
2019 Q3	$231K	Hold	5,328	–	–	0.21%	68
2019 Q2	$239K	Hold	5,328	–	–	0.23%	69
2019 Q1	$237K	Hold	5,328	–	–	0.24%	71
2018 Q4	$220K	Buy	+5,328	New	+$234K	0.27%	58

Other funds holding FHLC

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Xcel Wealth Management's FHLC Position: Q2 2026 in Review

Xcel Wealth Management held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 8,914 shares worth $689K. The position accounts for 0.16% of the portfolio, ranked #96.

Xcel Wealth Management first reported a position in FHLC in Q4 2018 and has held it in 31 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Xcel Wealth Management held 8,914 shares of Fidelity MSCI Health Care Index ETF worth $689K as of Q2 2026.
Xcel Wealth Management left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.16% of Xcel Wealth Management's portfolio in Q2 2026, its #96 holding.
Xcel Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and has held it in 31 quarters since.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.