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Stratos Wealth Partners’s Fidus Investment FDUS Stock Holding History

Stratos Wealth Partners’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$533K Buy
30,610
+3,610
+13% +$67.4K 0.01% 1039
2025
Q4 		$521K Buy
27,000
+800
+3% +$15.9K 0.01% 1031
2025
Q3 		$531K Hold
26,200
– – 0.01% 992
2025
Q2 		$529K Buy
26,200
+10,000
+62% +$195K 0.01% 903
2025
Q1 		$330K Buy
16,200
+3,626
+29% +$79.5K 0.01% 1043
2024
Q4 		$264K Sell
12,574
-100
-0.8% -$2.03K ﹤0.01% 1206
2024
Q3 		$248K Buy
+12,674
New +$249K ﹤0.01% 1236

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Stratos Wealth Partners's FDUS Position: Q1 2026 in Review

Stratos Wealth Partners increased its Fidus Investment (FDUS) stake by 13% in Q1 2026, buying an estimated $67.4K and bringing the position to 30,610 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #1039.

Stratos Wealth Partners first reported a position in FDUS in Q3 2024 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold FDUS as of Q1 2026.

  • Stratos Wealth Partners held 30,610 shares of Fidus Investment worth $533K as of Q1 2026.
  • Stratos Wealth Partners bought 3,610 Fidus Investment shares in Q1 2026, an estimated $67.4K.
  • Fidus Investment made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1039 holding.
  • Stratos Wealth Partners first reported a position in Fidus Investment in Q3 2024 and has held it in 7 quarters since.
  • 142 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.