AssuredPartners Investment Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.45M	Sell	227,826 -18,833	-8%	-$781K	2.31%	9
2025 Q1	$9.66M	Buy	246,659 +20,818	+9%	+$815K	1.86%	7
2024 Q4	$9.3M	Buy	+225,841	New	+$9.3M	1.81%	8