XML Financial’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

XML Financial’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	$279K	Buy	5,111 +14	+0.3%	+$745	0.02%	382
2026 Q1	$251K	Buy	5,097 +90	+2%	+$4.54K	0.02%	373
2025 Q4	$248K	Buy	5,007 +28	+0.6%	+$1.4K	0.02%	371
2025 Q3	$249K	Buy	4,979 +15	+0.3%	+$719	0.02%	340
2025 Q2	$232K	Buy	+4,964	New	+$217K	0.02%	337
2025 Q1	–	Sell	-4,886	Closed	-$212K	–	379
2024 Q4	$212K	Sell	4,886 -102	-2%	-$4.54K	0.02%	335
2024 Q3	$216K	Sell	4,988 -621	-11%	-$25.8K	0.02%	318
2024 Q2	$229K	Buy	+5,609	New	+$221K	0.02%	305
2023 Q2	–	Sell	-63,330	Closed	-$1.99M	–	346
2023 Q1	$1.99M	Sell	63,330 -3,516	-5%	-$110K	0.24%	107
2022 Q4	$2.07M	Sell	66,846 -503	-0.7%	-$15.7K	0.26%	103
2022 Q3	$1.9M	Buy	67,349 +5,309	+9%	+$163K	0.26%	97
2022 Q2	$1.8M	Buy	+62,040	New	+$1.99M	0.41%	55

Other funds holding FCPI

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

XML Financial's FCPI Position: Q2 2026 in Review

XML Financial increased its Fidelity Stocks for Inflation ETF (FCPI) stake by 0.27% in Q2 2026, buying an estimated $745 and bringing the position to 5,111 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #382.

XML Financial first reported a position in FCPI in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.07M in Q4 2022. 50 funds tracked by Wall St. Rank hold FCPI as of Q2 2026.

XML Financial held 5,111 shares of Fidelity Stocks for Inflation ETF worth $279K as of Q2 2026.
XML Financial bought 14 Fidelity Stocks for Inflation ETF shares in Q2 2026, an estimated $745.
Fidelity Stocks for Inflation ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #382 holding.
XML Financial first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and has held it in 12 quarters since.
XML Financial's Fidelity Stocks for Inflation ETF position peaked at $2.07M in Q4 2022.
50 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.