Purkiss Capital Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Purkiss Capital Advisors’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	$601K	Buy	6,034 +1,256	+26%	+$118K	0.23%	86
2026 Q1	$413K	Buy	4,778 +545	+13%	+$49K	0.18%	98
2025 Q4	$349K	Buy	4,233 +217	+5%	+$17.8K	0.16%	107
2025 Q3	$329K	Buy	4,016 +576	+17%	+$46.2K	0.16%	113
2025 Q2	$267K	Buy	+3,440	New	+$246K	0.15%	115

Other funds holding FIDU

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

YWM

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

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

PWM

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

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

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

Purkiss Capital Advisors increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 26% in Q2 2026, buying an estimated $118K and bringing the position to 6,034 shares worth $601K. The position accounts for 0.23% of the portfolio, ranked #86.

Purkiss Capital Advisors first reported a position in FIDU in Q2 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Purkiss Capital Advisors held 6,034 shares of Fidelity MSCI Industrials Index ETF worth $601K as of Q2 2026.
Purkiss Capital Advisors bought 1,256 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $118K.
Fidelity MSCI Industrials Index ETF made up 0.23% of Purkiss Capital Advisors's portfolio in Q2 2026, its #86 holding.
Purkiss Capital Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2025 and has held it in 5 quarters since.
93 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

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