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BKM Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

BKM Wealth Management’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,387
Closed -$237K – 151
2025
Q3 		$237K Sell
5,387
-200
-4% -$8.59K 0.09% 142
2025
Q2 		$232K Buy
+5,587
New +$220K 0.09% 147

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BKM Wealth Management's FSMD Position: Q4 2025 in Review

BKM Wealth Management sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q4 2025, closing a stake of 5,387 shares — an estimated $237K sold.

BKM Wealth Management first reported a position in FSMD in Q2 2025 and held it in 2 quarters. The position peaked at $237K in Q3 2025. 161 funds tracked by Wall St. Rank hold FSMD as of Q4 2025.

  • BKM Wealth Management reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q4 2025 after selling out during the quarter.
  • BKM Wealth Management sold 5,387 Fidelity Small-Mid Multifactor ETF shares in Q4 2025, an estimated $237K.
  • BKM Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and held it in 2 quarters.
  • BKM Wealth Management's Fidelity Small-Mid Multifactor ETF position peaked at $237K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q4 2025.

Based on BKM Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.