Congress Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Congress Wealth Management’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
2025 Q2	$312K	Sell	3,310 -9,139	-73%	-$805K	﹤0.01%	1060
2025 Q1	$1.05M	Buy	12,449 +288	+2%	+$27.1K	0.01%	623
2024 Q4	$1.19M	Buy	+12,161	New	+$1.14M	0.02%	494
2024 Q2	–	Sell	-2,838	Closed	-$234K	–	721
2024 Q1	$234K	Buy	+2,838	New	+$225K	﹤0.01%	549
2022 Q4	–	Sell	-3,585	Closed	-$218K	–	564
2022 Q3	$218K	Buy	+3,585	New	+$240K	0.01%	516
2022 Q2	–	Sell	-3,089	Closed	-$245K	–	574
2022 Q1	$245K	Buy	3,089 +182	+6%	+$14.4K	0.01%	547
2021 Q4	$257K	Buy	+2,907	New	+$253K	0.01%	562

Other funds holding FDIS

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return