Pinnacle Wealth Planning Services’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Pinnacle Wealth Planning Services’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	$151K	Hold	1,468	–	–	0.01%	661
2026 Q1	$137K	Hold	1,468	–	–	0.01%	633
2025 Q4	$150K	Buy	+1,468	New	+$149K	0.02%	586

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 $386M AUM 18.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's FDIS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 1,468 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #661.

Pinnacle Wealth Planning Services first reported a position in FDIS in Q4 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Pinnacle Wealth Planning Services held 1,468 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $151K as of Q2 2026.
Pinnacle Wealth Planning Services left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #661 holding.
Pinnacle Wealth Planning Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2025 and has held it in 3 quarters since.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.