Valley Brook Capital Group’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Valley Brook Capital Group’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	$666K	Buy	6,688 +400	+6%	+$37.5K	0.38%	65
2026 Q1	$544K	Buy	6,288 +860	+16%	+$77.4K	0.36%	65
2025 Q4	$448K	Sell	5,428 -160	-3%	-$13.1K	0.3%	72
2025 Q3	$458K	Buy	5,588 +26	+0.5%	+$2.08K	0.31%	71
2025 Q2	$431K	Buy	5,562 +75	+1%	+$5.37K	0.32%	76
2025 Q1	$376K	Sell	5,487 -80	-1%	-$5.72K	0.29%	77
2024 Q4	$391K	Buy	5,567 +140	+3%	+$10.3K	0.29%	80
2024 Q3	$392K	Buy	5,427 +291	+6%	+$19.8K	0.28%	78
2024 Q2	$336K	Buy	5,136 +175	+4%	+$11.6K	0.26%	86
2024 Q1	$336K	Buy	4,961 +240	+5%	+$15.2K	0.27%	85
2023 Q4	$289K	Buy	4,721 +185	+4%	+$10.4K	0.25%	88
2023 Q3	$245K	Buy	4,536 +651	+17%	+$37K	0.24%	88
2023 Q2	$221K	Buy	3,885 +100	+3%	+$5.3K	0.2%	93
2023 Q1	$200K	Buy	+3,785	New	+$199K	0.18%	104
2021 Q2	–	Sell	-1,930	Closed	-$108K	–	209
2021 Q1	$108K	Buy	1,930 +325	+20%	+$15.9K	0.1%	154
2020 Q4	$75K	Buy	+1,605	New	+$71K	0.07%	162

Other funds holding FIDU

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valley Brook Capital Group's FIDU Position: Q2 2026 in Review

Valley Brook Capital Group increased its Fidelity MSCI Industrials Index ETF (FIDU) stake by 6.4% in Q2 2026, buying an estimated $37.5K and bringing the position to 6,688 shares worth $666K. The position accounts for 0.38% of the portfolio, ranked #65.

Valley Brook Capital Group first reported a position in FIDU in Q4 2020 and has held it in 16 quarters since. 135 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Valley Brook Capital Group held 6,688 shares of Fidelity MSCI Industrials Index ETF worth $666K as of Q2 2026.
Valley Brook Capital Group bought 400 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $37.5K.
Fidelity MSCI Industrials Index ETF made up 0.38% of Valley Brook Capital Group's portfolio in Q2 2026, its #65 holding.
Valley Brook Capital Group first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2020 and has held it in 16 quarters since.
135 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.