Elevated Capital Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Elevated Capital Advisors’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	$1.22M	Sell	12,244 -9,028	-42%	-$847K	0.34%	64
2026 Q1	$1.84M	Sell	21,272 -7,551	-26%	-$679K	0.46%	49
2025 Q4	$2.38M	Buy	28,823 +6,212	+27%	+$510K	0.55%	43
2025 Q3	$1.85M	Buy	22,611 +4,329	+24%	+$347K	0.46%	54
2025 Q2	$1.25M	Hold	18,282	–	–	0.35%	70
2025 Q1	$1.25M	Sell	18,282 -1,054	-5%	-$75.3K	0.35%	70
2024 Q4	$1.36M	Buy	19,336 +6,950	+56%	+$512K	0.37%	61
2024 Q3	$894K	Buy	+12,386	New	+$843K	0.24%	126

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

Elevated Capital Advisors's FIDU Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 42% in Q2 2026, selling an estimated $847K and leaving 12,244 shares worth $1.22M. The position accounts for 0.34% of the portfolio, ranked #64.

Elevated Capital Advisors first reported a position in FIDU in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.38M in Q4 2025. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Elevated Capital Advisors held 12,244 shares of Fidelity MSCI Industrials Index ETF worth $1.22M as of Q2 2026.
Elevated Capital Advisors sold 9,028 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $847K.
Fidelity MSCI Industrials Index ETF made up 0.34% of Elevated Capital Advisors's portfolio in Q2 2026, its #64 holding.
Elevated Capital Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q3 2024 and has held it in 8 quarters since.
Elevated Capital Advisors's Fidelity MSCI Industrials Index ETF position peaked at $2.38M in Q4 2025.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.