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Clarity Asset Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Clarity Asset 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
Q2 		– Sell
-186
Closed -$5.95K – 284
2026
Q1 		$5.95K Buy
+186
New +$6.09K ﹤0.01% 242

Other funds holding FFSM

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PWM
Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 1-Year Est. Return

Clarity Asset Management's FFSM Position: Q2 2026 in Review

Clarity Asset Management sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026, closing a stake of 186 shares — an estimated $5.95K sold.

Clarity Asset Management first reported a position in FFSM in Q1 2026 and held it in 1 quarter. The position peaked at $5.95K in Q1 2026. 21 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Clarity Asset Management reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 186 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $5.95K.
  • Clarity Asset Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and held it in 1 quarter.
  • Clarity Asset Management's Fidelity Fundamental Small-Mid Cap ETF position peaked at $5.95K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.