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

Buska 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	$2.49M	Sell	73,743 -53,491	-42%	-$1.95M	0.86%	23
2026 Q2	$4.86M	Buy	127,234 +81,933	+181%	+$2.92M	1.75%	17
2026 Q1	$1.45M	Buy	+45,301	New	+$1.48M	0.58%	25

Other funds holding FFSM

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

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWS

MFA Wealth Services Thousand Oaks, California $169M AUM 13.45% 1-Year Est. Return

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

Buska Wealth Management reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 42% in Q3 2026, selling an estimated $1.95M and leaving 73,743 shares worth $2.49M. The position accounts for 0.86% of the portfolio, ranked #23.

Buska Wealth Management first reported a position in FFSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.86M in Q2 2026. 34 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

Buska Wealth Management held 73,743 shares of Fidelity Fundamental Small-Mid Cap ETF worth $2.49M as of Q3 2026.
Buska Wealth Management sold 53,491 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $1.95M.
Fidelity Fundamental Small-Mid Cap ETF made up 0.86% of Buska Wealth Management's portfolio in Q3 2026, its #23 holding.
Buska Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and has held it in 3 quarters since.
Buska Wealth Management's Fidelity Fundamental Small-Mid Cap ETF position peaked at $4.86M in Q2 2026.
34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.