Pinnacle Private Wealth’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Pinnacle Private Wealth’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
2022 Q2	$1.86M	Sell	41,263 -486	-1%	-$23.8K	0.73%	33
2022 Q1	$2.25M	Sell	41,749 -1,656	-4%	-$88.1K	0.7%	32
2021 Q4	$2.44M	Buy	+43,405	New	+$2.4M	0.76%	25

Other funds holding FIDU

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Bank of America

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return