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

PUREfi 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
2026 Q3	$478K	Hold	5,395	–	–	0.22%	107
2026 Q2	$537K	Hold	5,395	–	–	0.3%	82
2026 Q1	$467K	Hold	5,395	–	–	0.31%	81
2025 Q4	$445K	Hold	5,395	–	–	0.34%	79
2025 Q3	$442K	Hold	5,395	–	–	0.34%	80
2025 Q2	$418K	Hold	5,395	–	–	0.33%	80
2025 Q1	$369K	Hold	5,395	–	–	0.37%	79
2024 Q4	$379K	Buy	+5,395	New	+$398K	0.37%	73

Other funds holding FIDU

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

PUREfi Wealth's FIDU Position: Q3 2026 in Review

PUREfi Wealth held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q3 2026 at 5,395 shares worth $478K. The position accounts for 0.22% of the portfolio, ranked #107.

PUREfi Wealth first reported a position in FIDU in Q4 2024 and has held it in 8 quarters since. The position peaked at $537K in Q2 2026. 49 funds tracked by Wall St. Rank hold FIDU as of Q3 2026.

PUREfi Wealth held 5,395 shares of Fidelity MSCI Industrials Index ETF worth $478K as of Q3 2026.
PUREfi Wealth left its Fidelity MSCI Industrials Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Industrials Index ETF made up 0.22% of PUREfi Wealth's portfolio in Q3 2026, its #107 holding.
PUREfi Wealth first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's Fidelity MSCI Industrials Index ETF position peaked at $537K in Q2 2026.
49 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.