Continuum Advisory’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Continuum Advisory’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	$530K	Sell	5,320 -1,098	-17%	-$103K	0.04%	284
2026 Q1	$555K	Buy	6,418 +107	+2%	+$9.62K	0.05%	264
2025 Q4	$521K	Sell	6,311 -1,763	-22%	-$145K	0.05%	272
2025 Q3	$662K	Sell	8,074 -157	-2%	-$12.6K	0.07%	235
2025 Q2	$638K	Sell	8,231 -293	-3%	-$21K	0.08%	229
2025 Q1	$584K	Hold	8,524	–	–	0.08%	219
2024 Q4	$599K	Hold	8,524	–	–	0.08%	219
2024 Q3	$638K	Hold	8,524	–	–	0.08%	216
2024 Q2	$557K	Buy	8,524 +148	+2%	+$9.79K	0.08%	216
2024 Q1	$565K	Hold	8,376	–	–	0.08%	213
2023 Q4	$513K	Hold	8,376	–	–	0.07%	277
2023 Q3	$453K	Hold	8,376	–	–	0.07%	288
2023 Q2	$476K	Hold	8,376	–	–	0.08%	288
2023 Q1	$443K	Hold	8,376	–	–	0.08%	284
2022 Q4	$425K	Hold	8,376	–	–	0.08%	288
2022 Q3	$366K	Hold	8,376	–	–	0.06%	292
2022 Q2	$379K	Buy	8,376 +34	+0.4%	+$1.66K	0.07%	298
2022 Q1	$412K	Buy	8,342 +4	+0%	+$213	0.08%	271
2021 Q4	$469K	Buy	8,338 +624	+8%	+$34.5K	0.11%	187
2021 Q3	$400K	Buy	7,714 +1,243	+19%	+$67.4K	0.11%	182
2021 Q2	$351K	Buy	6,471 +1,261	+24%	+$68.3K	0.11%	192
2021 Q1	$279K	Hold	5,210	–	–	0.12%	144
2020 Q4	$245K	Hold	5,210	–	–	0.11%	136
2020 Q3	$209K	Buy	+5,210	New	+$203K	0.11%	140
2020 Q2	–	Sell	-9,020	Closed	-$261K	–	154
2020 Q1	$261K	Buy	+9,020	New	+$350K	0.18%	110

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

Continuum Advisory's FIDU Position: Q2 2026 in Review

Continuum Advisory reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 17% in Q2 2026, selling an estimated $103K and leaving 5,320 shares worth $530K. The position accounts for 0.04% of the portfolio, ranked #284.

Continuum Advisory first reported a position in FIDU in Q1 2020 and has held it in 25 quarters since. The position peaked at $662K in Q3 2025. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Continuum Advisory held 5,320 shares of Fidelity MSCI Industrials Index ETF worth $530K as of Q2 2026.
Continuum Advisory sold 1,098 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $103K.
Fidelity MSCI Industrials Index ETF made up 0.04% of Continuum Advisory's portfolio in Q2 2026, its #284 holding.
Continuum Advisory first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2020 and has held it in 25 quarters since.
Continuum Advisory's Fidelity MSCI Industrials Index ETF position peaked at $662K in Q3 2025.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.