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Fidelity Con Discret Etf shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Fidelity Con Discret Etf (FDIS) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Fidelity Con Discret Etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Con Discret Etf held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Con Discret Etf by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $137k 1.5k 93.26
2025-12-31 $150k 1.5k 102.16

More positions owned by Pinnacle Wealth Planning Services

Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust State Street Spd (SPSM)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPAB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ssga Active Tr State Street Dou (EMTL)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Fidelity Con Discret Etf

Lido Advisors
Charles Schwab Investment Management
AE Wealth Management
Agf Management
Morgan Stanley
Bank of America Corporation
Assetmark
Fischer Financial Services
Commonwealth Equity Services
LPL Financial
Kestra Advisory Services
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Global Assets Advisory
Independence Financial Advisors

View all funds holding Fidelity Con Discret Etf