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Advyzon Investment Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Advyzon Investment Management’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 		$4.4M Buy
115,144
+24,578
+27% +$877K 0.32% 74
2026
Q1 		$2.89M Buy
+90,566
New +$2.97M 0.26% 91

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
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
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Advyzon Investment Management's FFSM Position: Q2 2026 in Review

Advyzon Investment Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 27% in Q2 2026, buying an estimated $877K and bringing the position to 115,144 shares worth $4.4M. The position accounts for 0.32% of the portfolio, ranked #74.

Advyzon Investment Management first reported a position in FFSM in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Advyzon Investment Management held 115,144 shares of Fidelity Fundamental Small-Mid Cap ETF worth $4.4M as of Q2 2026.
  • Advyzon Investment Management bought 24,578 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $877K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.32% of Advyzon Investment Management's portfolio in Q2 2026, its #74 holding.
  • Advyzon Investment Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.