AssuredPartners Investment Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$316K	Sell	4,168 -1,061	-20%	-$80.5K	0.08%	180
2025 Q1	$340K	Sell	5,229 -77	-1%	-$5.01K	0.07%	252
2024 Q4	$369K	Buy	+5,306	New	+$369K	0.07%	248