CIBC Private Wealth Group
FFSM icon

CIBC Private Wealth Group’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

CIBC Private Wealth Group’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
2025
Q2 		– Sell
-13
Closed -$295 – 3335
2025
Q1 		$295 Buy
+13
New +$350 ﹤0.01% 2934

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
WQ
Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

CIBC Private Wealth Group's FFSM Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2025, closing a stake of 13 shares — an estimated $295 sold.

CIBC Private Wealth Group first reported a position in FFSM in Q1 2025 and held it in 1 quarter. The position peaked at $295 in Q1 2025. 46 funds tracked by Wall St. Rank hold FFSM as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 13 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2025, an estimated $295.
  • CIBC Private Wealth Group first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2025 and held it in 1 quarter.
  • CIBC Private Wealth Group's Fidelity Fundamental Small-Mid Cap ETF position peaked at $295 in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.