P.J. Schmidt Investment Management (PJS)’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$3.35M	Buy	32,590 +565	+2%	+$57K	0.52%	44
2026 Q1	$2.99M	Buy	32,025 +550	+2%	+$55.1K	0.5%	48
2025 Q4	$3.22M	Buy	31,475 +1,927	+7%	+$196K	0.52%	45
2025 Q3	$3.04M	Buy	29,548 +15,340	+108%	+$1.52M	0.5%	45
2025 Q2	$1.34M	Buy	14,208 +3,609	+34%	+$318K	0.23%	65
2025 Q1	$896K	Buy	10,599 +465	+5%	+$43.7K	0.16%	79
2024 Q4	$988K	Buy	10,134 +597	+6%	+$56K	0.17%	73
2024 Q3	$843K	Buy	9,537 +1,743	+22%	+$144K	0.15%	85
2024 Q2	$631K	Buy	7,794 +65	+0.8%	+$5.16K	0.12%	94
2024 Q1	$637K	Buy	7,729 +1,423	+23%	+$113K	0.12%	90
2023 Q4	$483K	Buy	+6,306	New	+$456K	0.1%	109

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 $398M AUM 11.11% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s FDIS Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 1.8% in Q2 2026, buying an estimated $57K and bringing the position to 32,590 shares worth $3.35M. The position accounts for 0.52% of the portfolio, ranked #44.

P.J. Schmidt Investment Management (PJS) first reported a position in FDIS in Q4 2023 and has held it in 11 quarters since. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 32,590 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $3.35M as of Q2 2026.
P.J. Schmidt Investment Management (PJS) bought 565 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $57K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.52% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #44 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2023 and has held it in 11 quarters since.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.