Glass Jacobson Investment Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Glass Jacobson Investment Advisors’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	$20.5K	Sell	388 -181	-32%	-$8.95K	0.01%	410
2026 Q1	$25.5K	Buy	569 +2	+0.4%	+$92	0.01%	394
2025 Q4	$25K	Buy	567 +2	+0.4%	+$88	0.01%	383
2025 Q3	$24.9K	Buy	565 +2	+0.4%	+$86	0.01%	375
2025 Q2	$23.4K	Buy	563 +248	+79%	+$9.78K	0.01%	373
2025 Q1	$13K	Hold	315	–	–	﹤0.01%	573
2024 Q4	$13K	Buy	315 +1	+0.3%	+$42	﹤0.01%	573
2024 Q3	$13K	Buy	+314	New	+$12.4K	﹤0.01%	538
2024 Q2	–	Sell	-55	Closed	-$2.14K	–	771
2024 Q1	$2.14K	Hold	55	–	–	﹤0.01%	678
2023 Q4	$1.99K	Hold	55	–	–	﹤0.01%	652
2023 Q3	$1.77K	Hold	55	–	–	﹤0.01%	645
2023 Q2	$1.84K	Buy	+55	New	+$1.76K	﹤0.01%	655
2022 Q4	$2.07K	Buy	+66	New	+$2.08K	﹤0.01%	669

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

Glass Jacobson Investment Advisors's FSMD Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 32% in Q2 2026, selling an estimated $8.95K and leaving 388 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #410.

Glass Jacobson Investment Advisors first reported a position in FSMD in Q4 2022 and has held it in 13 quarters since. The position peaked at $25.5K in Q1 2026. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Glass Jacobson Investment Advisors held 388 shares of Fidelity Small-Mid Multifactor ETF worth $20.5K as of Q2 2026.
Glass Jacobson Investment Advisors sold 181 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $8.95K.
Fidelity Small-Mid Multifactor ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #410 holding.
Glass Jacobson Investment Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $25.5K in Q1 2026.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.