PKS Advisory Services’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

PKS Advisory Services’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	$290K	Sell	2,911 -1,770	-38%	-$166K	0.05%	291
2026 Q1	$405K	Sell	4,681 -300	-6%	-$27K	0.09%	179
2025 Q4	$411K	Sell	4,981 -40	-0.8%	-$3.28K	0.09%	172
2025 Q3	$411K	Buy	5,021 +100	+2%	+$8.02K	0.09%	164
2025 Q2	$382K	Sell	4,921 -700	-12%	-$50.1K	0.09%	173
2025 Q1	$385K	Sell	5,621 -24	-0.4%	-$1.72K	0.11%	157
2024 Q4	$397K	Buy	+5,645	New	+$416K	0.1%	163

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

PKS Advisory Services's FIDU Position: Q2 2026 in Review

PKS Advisory Services reduced its Fidelity MSCI Industrials Index ETF (FIDU) stake by 38% in Q2 2026, selling an estimated $166K and leaving 2,911 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #291.

PKS Advisory Services first reported a position in FIDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $411K in Q3 2025. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

PKS Advisory Services held 2,911 shares of Fidelity MSCI Industrials Index ETF worth $290K as of Q2 2026.
PKS Advisory Services sold 1,770 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $166K.
Fidelity MSCI Industrials Index ETF made up 0.05% of PKS Advisory Services's portfolio in Q2 2026, its #291 holding.
PKS Advisory Services first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's Fidelity MSCI Industrials Index ETF position peaked at $411K in Q3 2025.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.