Elevation Capital Advisory’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Elevation Capital Advisory’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 Q2	$12.6M	Buy	+127,358	New	+$11.7M	4.85%	2
2026 Q1	–	Sell	-52,354	Closed	-$4.4M	–	70
2025 Q4	$4.4M	Buy	52,354 +29,127	+125%	+$2.43M	1.8%	23
2025 Q3	$1.93M	Buy	+23,227	New	+$1.83M	0.77%	35

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elevation Capital Advisory's FDMO Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q2 2026: 127,358 shares worth $12.6M. The stake represents 4.85% of the portfolio and ranks #2 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in FDMO as recently as Q4 2025.

Elevation Capital Advisory first reported a position in FDMO in Q3 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Elevation Capital Advisory held 127,358 shares of Fidelity Momentum Factor ETF worth $12.6M as of Q2 2026.
Fidelity Momentum Factor ETF was a new Elevation Capital Advisory position in Q2 2026.
Fidelity Momentum Factor ETF made up 4.85% of Elevation Capital Advisory's portfolio in Q2 2026, its #2 holding.
Elevation Capital Advisory first reported a position in Fidelity Momentum Factor ETF in Q3 2025 and has held it in 3 quarters since.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.