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Fidelity msci energy idx shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Fidelity msci energy idx

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All positions including Fidelity msci energy idx held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $24k 700 33.54

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Fidelity msci energy idx

Lido Advisors
Commonwealth Equity Services
LPL Financial
PFG Financial Advisors
HighTower Advisors
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Cetera Investment Advisers
Independence Financial Advisors
Cutler Capital Management
Advisor Group Holdings
Agf Management
Private Advisor

View all funds holding Fidelity msci energy idx