Axxcess Wealth Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Axxcess Wealth Management’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	$428K	Buy	+4,340	New	+$399K	0.01%	759
2026 Q1	–	Sell	-4,331	Closed	-$364K	–	600
2025 Q4	$364K	Buy	+4,331	New	+$362K	0.01%	789
2025 Q2	–	Sell	-3,919	Closed	-$255K	–	895
2025 Q1	$255K	Buy	+3,919	New	+$274K	0.01%	738

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

Axxcess Wealth Management's FDMO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q2 2026: 4,340 shares worth $428K. The stake represents 0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FDMO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FDMO in Q1 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Axxcess Wealth Management held 4,340 shares of Fidelity Momentum Factor ETF worth $428K as of Q2 2026.
Fidelity Momentum Factor ETF was a new Axxcess Wealth Management position in Q2 2026.
Fidelity Momentum Factor ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #759 holding.
Axxcess Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q1 2025 and has held it in 3 quarters since.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.