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Fidus Invt shares owned by Intentional Wealth Strategies

Quarter-by-quarter ownership of Fidus Invt (FDUS) shares owned by Intentional Wealth Strategies from 13F filings

Historical chart of Intentional Wealth Strategies investment in Fidus Invt

Tip: Access up to 7 years of quarterly data

All positions including Fidus Invt held by Intentional Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidus Invt by Intentional Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.5k 260 17.42

More positions owned by Intentional Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Intentional Wealth Strategies

Top funds holding Fidus Invt

Van Eck Associates Corp.
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
Columbus Macro
UBS Group
Baird Financial
Muzinich & Co
Morgan Stanley
Legal & General Group
Two Sigma Investments
Sumitomo Mitsui Trust Holdings
Novare Capital Management
Millennium Management
PFG Advisors

View all funds holding Fidus Invt