Belpointe Asset Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Belpointe Asset Management’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Buy	2,474 +127	+5%	+$11.9K	0.01%	972
2026 Q1	$203K	Buy	+2,347	New	+$211K	0.01%	1023
2023 Q4	–	Sell	-5,246	Closed	-$284K	–	719
2023 Q3	$284K	Sell	5,246 -78	-1%	-$4.43K	0.03%	491
2023 Q2	$303K	Sell	5,324 -664	-11%	-$35.2K	0.03%	446
2023 Q1	$317K	Buy	5,988 +187	+3%	+$9.84K	0.02%	725
2022 Q4	$294K	Buy	+5,801	New	+$288K	0.02%	740

Other funds holding FIDU

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Belpointe Asset Management's FIDU Position: Q2 2026 in Review

Belpointe Asset Management increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 5.4% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,474 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #972.

Belpointe Asset Management first reported a position in FIDU in Q4 2022 and has held it in 6 quarters since. The position peaked at $317K in Q1 2023. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Belpointe Asset Management held 2,474 shares of Fidelity MSCI Industrials Index ETF worth $246K as of Q2 2026.
Belpointe Asset Management bought 127 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $11.9K.
Fidelity MSCI Industrials Index ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #972 holding.
Belpointe Asset Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2022 and has held it in 6 quarters since.
Belpointe Asset Management's Fidelity MSCI Industrials Index ETF position peaked at $317K in Q1 2023.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.