Sage Mountain Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Sage Mountain 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	$104K	Hold	1,011	–	–	0.01%	247
2026 Q1	$94.3K	Hold	1,011	–	–	0.01%	226
2025 Q4	$103K	Hold	1,011	–	–	0.01%	504
2025 Q3	$104K	Hold	1,011	–	–	0.01%	491
2025 Q2	$95.1K	Hold	1,011	–	–	0.01%	442
2025 Q1	$85.4K	Hold	1,011	–	–	0.01%	423
2024 Q4	$98.5K	Hold	1,011	–	–	0.01%	415
2024 Q3	$89.4K	Buy	+1,011	New	+$83.8K	0.01%	425

Other funds holding FDIS

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Sage Mountain Advisors's FDIS Position: Q2 2026 in Review

Sage Mountain Advisors held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 1,011 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #247.

Sage Mountain Advisors first reported a position in FDIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $104K in Q3 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Sage Mountain Advisors held 1,011 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $104K as of Q2 2026.
Sage Mountain Advisors left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #247 holding.
Sage Mountain Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2024 and has held it in 8 quarters since.
Sage Mountain Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $104K in Q3 2025.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.