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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q2 		– Sell
-1,221
Closed -$47.8K – 513
2025
Q1 		$47.8K Sell
1,221
-895
-42% -$36.8K 0.02% 264
2024
Q4 		$87.1K Buy
+2,116
New +$89.9K 0.03% 199

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FSMD Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2025, closing a stake of 1,221 shares — an estimated $47.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FSMD in Q4 2024 and held it in 2 quarters. The position peaked at $87.1K in Q4 2024. 136 funds tracked by Wall St. Rank hold FSMD as of Q2 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,221 Fidelity Small-Mid Multifactor ETF shares in Q2 2025, an estimated $47.8K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Fidelity Small-Mid Multifactor ETF position peaked at $87.1K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.