Carson Wealth (CWM LLC)’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$411K	Buy	9,188 +1,778	+24%	+$81.5K	﹤0.01%	2156
2025 Q4	$327K	Sell	7,410 -677	-8%	-$29.7K	﹤0.01%	2201
2025 Q3	$356K	Buy	8,087 +1,242	+18%	+$53.4K	﹤0.01%	1994
2025 Q2	$284K	Buy	6,845 +3,326	+95%	+$131K	﹤0.01%	1902
2025 Q1	$138K	Hold	3,519	–	–	﹤0.01%	2163
2024 Q4	$145K	Buy	+3,519	New	+$149K	﹤0.01%	2041
2024 Q2	–	Sell	-857	Closed	-$33K	–	4703
2024 Q1	$33K	Hold	857	–	–	﹤0.01%	2572
2023 Q4	$31K	Hold	857	–	–	﹤0.01%	2488
2023 Q3	$28K	Hold	857	–	–	﹤0.01%	2454
2023 Q2	$29K	Hold	857	–	–	﹤0.01%	2391
2023 Q1	$28K	Hold	857	–	–	﹤0.01%	2265
2022 Q4	$27K	Buy	+857	New	+$26.9K	﹤0.01%	2151

Other funds holding FSMD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FSMD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 24% in Q1 2026, buying an estimated $81.5K and bringing the position to 9,188 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Carson Wealth (CWM LLC) first reported a position in FSMD in Q4 2022 and has held it in 12 quarters since. 172 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

Carson Wealth (CWM LLC) held 9,188 shares of Fidelity Small-Mid Multifactor ETF worth $411K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,778 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $81.5K.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2156 holding.
Carson Wealth (CWM LLC) first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2022 and has held it in 12 quarters since.
172 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.