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 Q3	–	Sell	-625	Closed	-$59.4K	–	677
2026 Q2	$59.4K	Sell	625 -1	-0.2%	-$92	0.01%	362
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

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Cornerstone Planning Group's FDMO Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Fidelity Momentum Factor ETF (FDMO) in Q3 2026, closing a stake of 625 shares — an estimated $59.4K sold.

Cornerstone Planning Group first reported a position in FDMO in Q3 2025 and held it in 4 quarters. The position peaked at $59.4K in Q2 2026. 21 funds tracked by Wall St. Rank hold FDMO as of Q3 2026.

Cornerstone Planning Group reported no remaining Fidelity Momentum Factor ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 625 Fidelity Momentum Factor ETF shares in Q3 2026, an estimated $59.4K.
Cornerstone Planning Group first reported a position in Fidelity Momentum Factor ETF in Q3 2025 and held it in 4 quarters.
Cornerstone Planning Group's Fidelity Momentum Factor ETF position peaked at $59.4K in Q2 2026.
21 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.