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

Bravera Wealth’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
2026
Q2 		$8.72M Buy
164,967
+14,583
+10% +$721K 3.34% 5
2026
Q1 		$6.73M Buy
150,384
+25,291
+20% +$1.16M 3.03% 5
2025
Q4 		$5.52M Buy
+125,093
New +$5.48M 2.77% 6

Other funds holding FSMD

GFM
GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Bravera Wealth's FSMD Position: Q2 2026 in Review

Bravera Wealth increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 9.7% in Q2 2026, buying an estimated $721K and bringing the position to 164,967 shares worth $8.72M. The position accounts for 3.34% of the portfolio, ranked #5.

Bravera Wealth first reported a position in FSMD in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Bravera Wealth held 164,967 shares of Fidelity Small-Mid Multifactor ETF worth $8.72M as of Q2 2026.
  • Bravera Wealth bought 14,583 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $721K.
  • Fidelity Small-Mid Multifactor ETF made up 3.34% of Bravera Wealth's portfolio in Q2 2026, its #5 holding.
  • Bravera Wealth first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.