Creative Planning
FSMD icon

Creative Planning’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Creative Planning’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
21,921
+6,567
+43% +$325K ﹤0.01% 2521
2026
Q1 		$687K Buy
15,354
+4,556
+42% +$209K ﹤0.01% 2772
2025
Q4 		$477K Sell
10,798
-121
-1% -$5.3K ﹤0.01% 2884
2025
Q3 		$481K Buy
+10,919
New +$469K ﹤0.01% 2760
2025
Q1 		– Sell
-5,905
Closed -$243K – 3562
2024
Q4 		$243K Buy
+5,905
New +$251K ﹤0.01% 2830

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Creative Planning's FSMD Position: Q2 2026 in Review

Creative Planning increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 43% in Q2 2026, buying an estimated $325K and bringing the position to 21,921 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Creative Planning first reported a position in FSMD in Q4 2024 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Creative Planning held 21,921 shares of Fidelity Small-Mid Multifactor ETF worth $1.16M as of Q2 2026.
  • Creative Planning bought 6,567 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $325K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2521 holding.
  • Creative Planning first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 5 quarters since.
  • 188 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.