EWM
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Elevation Wealth Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Elevation Wealth Management’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Buy
+5,435
New +$194K 0.16% 143

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Elevation Wealth Management's FFSM Position: Q2 2026 in Review

Elevation Wealth Management opened a new position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026: 5,435 shares worth $208K. The stake represents 0.16% of the portfolio and ranks #143 among its holdings.

85 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Elevation Wealth Management held 5,435 shares of Fidelity Fundamental Small-Mid Cap ETF worth $208K as of Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF was a new Elevation Wealth Management position in Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.16% of Elevation Wealth Management's portfolio in Q2 2026, its #143 holding.
  • 85 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.