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Clarity Retirement & Wealth’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Clarity Retirement & Wealth’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 		$4.31M Buy
112,926
+2,906
+3% +$104K 2.98% 8
2026
Q1 		$3.52M Buy
110,020
+19,014
+21% +$623K 2.83% 10
2025
Q4 		$2.79M Buy
+91,006
New +$2.73M 2.46% 10

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Clarity Retirement & Wealth's FFSM Position: Q2 2026 in Review

Clarity Retirement & Wealth increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 2.6% in Q2 2026, buying an estimated $104K and bringing the position to 112,926 shares worth $4.31M. The position accounts for 2.98% of the portfolio, ranked #8.

Clarity Retirement & Wealth first reported a position in FFSM in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Clarity Retirement & Wealth held 112,926 shares of Fidelity Fundamental Small-Mid Cap ETF worth $4.31M as of Q2 2026.
  • Clarity Retirement & Wealth bought 2,906 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $104K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 2.98% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #8 holding.
  • Clarity Retirement & Wealth first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.