Purkiss Capital Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Purkiss Capital Advisors’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	$410K	Buy	3,985 +429	+12%	+$43.3K	0.16%	113
2026 Q1	$332K	Sell	3,556 -2,568	-42%	-$257K	0.15%	118
2025 Q4	$626K	Sell	6,124 -1,610	-21%	-$163K	0.29%	75
2025 Q3	$796K	Buy	7,734 +1,357	+21%	+$134K	0.38%	60
2025 Q2	$600K	Sell	6,377 -645	-9%	-$56.8K	0.33%	65
2025 Q1	$593K	Buy	7,022 +2,601	+59%	+$245K	0.45%	46
2024 Q4	$431K	Buy	+4,421	New	+$414K	0.37%	50

Other funds holding FDIS

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Purkiss Capital Advisors's FDIS Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 12% in Q2 2026, buying an estimated $43.3K and bringing the position to 3,985 shares worth $410K. The position accounts for 0.16% of the portfolio, ranked #113.

Purkiss Capital Advisors first reported a position in FDIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $796K in Q3 2025. 86 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Purkiss Capital Advisors held 3,985 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $410K as of Q2 2026.
Purkiss Capital Advisors bought 429 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $43.3K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.16% of Purkiss Capital Advisors's portfolio in Q2 2026, its #113 holding.
Purkiss Capital Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 7 quarters since.
Purkiss Capital Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $796K in Q3 2025.
86 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.