Acumen Wealth Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Acumen Wealth Advisors’s Portfolio FFSM Stock Details FFSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.2M	Buy	+397,385	New	+$14.2M	3.22%	9

Other funds holding FFSM

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

KOMWMG

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

Acumen Wealth Advisors's FFSM Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026: 397,385 shares worth $15.2M. The stake represents 3.22% of the portfolio and ranks #9 among its holdings.

37 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

Acumen Wealth Advisors held 397,385 shares of Fidelity Fundamental Small-Mid Cap ETF worth $15.2M as of Q2 2026.
Fidelity Fundamental Small-Mid Cap ETF was a new Acumen Wealth Advisors position in Q2 2026.
Fidelity Fundamental Small-Mid Cap ETF made up 3.22% of Acumen Wealth Advisors's portfolio in Q2 2026, its #9 holding.
37 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.