BAM Wealth Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

BAM Wealth 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 Q3	$1.23M	Buy	36,364 +18,362	+102%	+$670K	0.67%	35
2026 Q2	$688K	Buy	18,002 +171	+1%	+$6.1K	0.43%	64
2026 Q1	$570K	Buy	+17,831	New	+$584K	0.43%	67

Other funds holding FFSM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return

Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

BAM Wealth Management's FFSM Position: Q3 2026 in Review

BAM Wealth Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 102% in Q3 2026, buying an estimated $670K and bringing the position to 36,364 shares worth $1.23M. The position accounts for 0.67% of the portfolio, ranked #35.

BAM Wealth Management first reported a position in FFSM in Q1 2026 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

BAM Wealth Management held 36,364 shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.23M as of Q3 2026.
BAM Wealth Management bought 18,362 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $670K.
Fidelity Fundamental Small-Mid Cap ETF made up 0.67% of BAM Wealth Management's portfolio in Q3 2026, its #35 holding.
BAM Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and has held it in 3 quarters since.
64 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.