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Colonial River Investments’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Colonial River Investments’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,977
Closed -$259K – 229
2025
Q1 		$259K Buy
+3,977
New +$278K 0.14% 155

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GLR
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PS
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Colonial River Investments's FDMO Position: Q2 2025 in Review

Colonial River Investments sold out of Fidelity Momentum Factor ETF (FDMO) in Q2 2025, closing a stake of 3,977 shares — an estimated $259K sold.

Colonial River Investments first reported a position in FDMO in Q1 2025 and held it in 1 quarter. The position peaked at $259K in Q1 2025. 75 funds tracked by Wall St. Rank hold FDMO as of Q2 2025.

  • Colonial River Investments reported no remaining Fidelity Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Colonial River Investments sold 3,977 Fidelity Momentum Factor ETF shares in Q2 2025, an estimated $259K.
  • Colonial River Investments first reported a position in Fidelity Momentum Factor ETF in Q1 2025 and held it in 1 quarter.
  • Colonial River Investments's Fidelity Momentum Factor ETF position peaked at $259K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2025.

Based on Colonial River Investments's 13F filing for Q2 2025, filed 15 Jul 2025.