Amplius Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Amplius Wealth Advisors’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Buy	2,774 +316	+13%	+$31.9K	0.02%	168
2026 Q1	$229K	Buy	2,458 +67	+3%	+$6.71K	0.02%	161
2025 Q4	$244K	Hold	2,391	–	–	0.02%	156
2025 Q3	$246K	Hold	2,391	–	–	0.02%	158
2025 Q2	$225K	Buy	2,391 +22	+0.9%	+$1.94K	0.02%	190
2025 Q1	$200K	Sell	2,369 -11	-0.5%	-$1.03K	0.02%	179
2024 Q4	$232K	Sell	2,380 -22	-0.9%	-$2.06K	0.02%	162
2024 Q3	$212K	Buy	+2,402	New	+$199K	0.02%	168

Other funds holding FDIS

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

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

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Amplius Wealth Advisors's FDIS Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 13% in Q2 2026, buying an estimated $31.9K and bringing the position to 2,774 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #168.

Amplius Wealth Advisors first reported a position in FDIS in Q3 2024 and has held it in 8 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Amplius Wealth Advisors held 2,774 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $285K as of Q2 2026.
Amplius Wealth Advisors bought 316 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $31.9K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #168 holding.
Amplius Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2024 and has held it in 8 quarters since.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.