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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

BAM Wealth Management's FFSM Position: Q2 2026 in Review

BAM Wealth Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 0.96% in Q2 2026, buying an estimated $6.1K and bringing the position to 18,002 shares worth $688K. The position accounts for 0.43% of the portfolio, ranked #64.

BAM Wealth Management first reported a position in FFSM in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • BAM Wealth Management held 18,002 shares of Fidelity Fundamental Small-Mid Cap ETF worth $688K as of Q2 2026.
  • BAM Wealth Management bought 171 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $6.1K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.43% of BAM Wealth Management's portfolio in Q2 2026, its #64 holding.
  • BAM Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.