BC
FFSM icon

Bulwark Capital’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Bulwark Capital’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 		$96.9K Hold
2,535
– – 0.05% 66
2026
Q1 		$81K Hold
2,535
– – 0.05% 62
2025
Q4 		$77.8K Hold
2,535
– – 0.06% 62
2025
Q3 		$74K Hold
2,535
– – 0.06% 64
2025
Q2 		$68.9K Buy
+2,535
New +$64.7K 0.06% 57

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
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 22.94% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bulwark Capital's FFSM Position: Q2 2026 in Review

Bulwark Capital held its Fidelity Fundamental Small-Mid Cap ETF (FFSM) position steady in Q2 2026 at 2,535 shares worth $96.9K. The position accounts for 0.05% of the portfolio, ranked #66.

Bulwark Capital first reported a position in FFSM in Q2 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Bulwark Capital held 2,535 shares of Fidelity Fundamental Small-Mid Cap ETF worth $96.9K as of Q2 2026.
  • Bulwark Capital left its Fidelity Fundamental Small-Mid Cap ETF share count unchanged in Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.05% of Bulwark Capital's portfolio in Q2 2026, its #66 holding.
  • Bulwark Capital first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.