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 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 $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $147M AUM 20.86% 1-Year Est. Return

Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $119M AUM

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Gaddis Premier Wealth Advisors Durant, Oklahoma $135M AUM

Novem Group Rochester, New York $870M AUM 16.22% 1-Year Est. Return