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Cornerstone Planning Group’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Cornerstone Planning Group’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
2026
Q1 		$57.1K Buy
626
+1
+0.2% +$84 0.01% 365
2025
Q4 		$54.9K Hold
625
– – 0.01% 323
2025
Q3 		$52.8K Buy
+625
New +$49.3K 0.01% 331

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Cornerstone Planning Group's FDMO Position: Q1 2026 in Review

Cornerstone Planning Group increased its Fidelity Momentum Factor ETF (FDMO) stake by 0.16% in Q1 2026, buying an estimated $84 and bringing the position to 626 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #365.

Cornerstone Planning Group first reported a position in FDMO in Q3 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

  • Cornerstone Planning Group held 626 shares of Fidelity Momentum Factor ETF worth $57.1K as of Q1 2026.
  • Cornerstone Planning Group bought 1 Fidelity Momentum Factor ETF share in Q1 2026, an estimated $84.
  • Fidelity Momentum Factor ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #365 holding.
  • Cornerstone Planning Group first reported a position in Fidelity Momentum Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.