CIBC Private Wealth Group
FDMO icon

CIBC Private Wealth Group’s Fidelity Momentum Factor ETF FDMO Stock Holding History

CIBC Private Wealth Group’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$34.6K Sell
412
-48
-10% -$4.01K ﹤0.01% 1941
2025
Q3 		$38.3K Hold
460
– – ﹤0.01% 1906
2025
Q2 		$34.9K Hold
460
– – ﹤0.01% 1807
2025
Q1 		$26.7K Hold
460
– – ﹤0.01% 1893
2024
Q4 		$32.5K Buy
+460
New +$32K ﹤0.01% 1862

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

CIBC Private Wealth Group's FDMO Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Fidelity Momentum Factor ETF (FDMO) stake by 10% in Q4 2025, selling an estimated $4.01K and leaving 412 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

CIBC Private Wealth Group first reported a position in FDMO in Q4 2024 and has held it in 5 quarters since. The position peaked at $38.3K in Q3 2025. 90 funds tracked by Wall St. Rank hold FDMO as of Q4 2025.

  • CIBC Private Wealth Group held 412 shares of Fidelity Momentum Factor ETF worth $34.6K as of Q4 2025.
  • CIBC Private Wealth Group sold 48 Fidelity Momentum Factor ETF shares in Q4 2025, an estimated $4.01K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1941 holding.
  • CIBC Private Wealth Group first reported a position in Fidelity Momentum Factor ETF in Q4 2024 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's Fidelity Momentum Factor ETF position peaked at $38.3K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.