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

AssuredPartners Investment Advisors’s Portfolio FDMO Stock Details FDMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$411K	Hold	4,168	–	–	0.04%	290
2026 Q1	$339K	Hold	4,168	–	–	0.04%	312
2025 Q4	$350K	Hold	4,168	–	–	0.05%	252
2025 Q3	$347K	Hold	4,168	–	–	0.08%	184
2025 Q2	$316K	Sell	4,168 -1,061	-20%	-$73K	0.08%	180
2025 Q1	$340K	Sell	5,229 -77	-1%	-$5.38K	0.07%	252
2024 Q4	$369K	Buy	+5,306	New	+$370K	0.07%	248

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

AssuredPartners Investment Advisors's FDMO Position: Q2 2026 in Review

AssuredPartners Investment Advisors held its Fidelity Momentum Factor ETF (FDMO) position steady in Q2 2026 at 4,168 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #290.

AssuredPartners Investment Advisors first reported a position in FDMO in Q4 2024 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

AssuredPartners Investment Advisors held 4,168 shares of Fidelity Momentum Factor ETF worth $411K as of Q2 2026.
AssuredPartners Investment Advisors left its Fidelity Momentum Factor ETF share count unchanged in Q2 2026.
Fidelity Momentum Factor ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #290 holding.
AssuredPartners Investment Advisors first reported a position in Fidelity Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.