Envestnet Portfolio Solutions’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Envestnet Portfolio Solutions’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	$960K	Sell	18,174 -37	-0.2%	-$1.83K	﹤0.01%	724
2026 Q1	$814K	Buy	18,211 +741	+4%	+$34K	﹤0.01%	708
2025 Q4	$771K	Buy	17,470 +3,768	+27%	+$165K	﹤0.01%	865
2025 Q3	$603K	Sell	13,702 -7,093	-34%	-$305K	﹤0.01%	958
2025 Q2	$862K	Buy	20,795 +2,719	+15%	+$107K	﹤0.01%	850
2025 Q1	$708K	Buy	18,076 +2,585	+17%	+$106K	﹤0.01%	919
2024 Q4	$638K	Buy	15,491 +5,294	+52%	+$225K	﹤0.01%	1115
2024 Q3	$422K	Buy	10,197 +3,222	+46%	+$128K	﹤0.01%	1286
2024 Q2	$263K	Buy	+6,975	New	+$263K	﹤0.01%	1451

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Envestnet Portfolio Solutions's FSMD Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.2% in Q2 2026, selling an estimated $1.83K and leaving 18,174 shares worth $960K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Envestnet Portfolio Solutions first reported a position in FSMD in Q2 2024 and has held it in 9 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Envestnet Portfolio Solutions held 18,174 shares of Fidelity Small-Mid Multifactor ETF worth $960K as of Q2 2026.
Envestnet Portfolio Solutions sold 37 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $1.83K.
Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #724 holding.
Envestnet Portfolio Solutions first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2024 and has held it in 9 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.