CIBC Private Wealth Group
FSMD icon

CIBC Private Wealth Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$49.2K Hold
1,116
– – ﹤0.01% 1785
2025
Q3 		$49.1K Hold
1,116
– – ﹤0.01% 1808
2025
Q2 		$46.3K Buy
+1,116
New +$44K ﹤0.01% 1699

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

CIBC Private Wealth Group held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q4 2025 at 1,116 shares worth $49.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

CIBC Private Wealth Group first reported a position in FSMD in Q2 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold FSMD as of Q4 2025.

  • CIBC Private Wealth Group held 1,116 shares of Fidelity Small-Mid Multifactor ETF worth $49.2K as of Q4 2025.
  • CIBC Private Wealth Group left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q4 2025.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1785 holding.
  • CIBC Private Wealth Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q4 2025.

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