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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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Wealth Planning Services's FDIS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q1 2026 at 1,468 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #633.

Pinnacle Wealth Planning Services first reported a position in FDIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $150K in Q4 2025. 224 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,468 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $137K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #633 holding.
  • Pinnacle Wealth Planning Services first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $150K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.