GRP
FDMO icon

Global Retirement Partners’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Global Retirement Partners’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 		$445K Buy
+4,519
New +$415K 0.01% 1091
2025
Q4 		$379K Buy
4,509
+5
+0.1% +$418 0.01% 1107
2025
Q3 		$375K Hold
4,504
– – 0.01% 875
2025
Q2 		$342K Buy
+4,504
New +$310K 0.01% 865
2024
Q4 		$314K Buy
4,504
+22
+0.5% +$1.53K 0.01% 780
2024
Q3 		$296K Buy
4,482
+4,214
+1,572% +$268K 0.01% 784
2024
Q2 		$17.1K Hold
268
– – ﹤0.01% 2067
2024
Q1 		$16.2K Buy
+268
New +$15.2K ﹤0.01% 1895

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
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
PS
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
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Global Retirement Partners's FDMO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fidelity Momentum Factor ETF (FDMO) in Q2 2026: 4,519 shares worth $445K. The stake represents 0.01% of the portfolio and ranks #1091 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FDMO as recently as Q4 2025.

Global Retirement Partners first reported a position in FDMO in Q1 2024 and has held it in 8 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Global Retirement Partners held 4,519 shares of Fidelity Momentum Factor ETF worth $445K as of Q2 2026.
  • Fidelity Momentum Factor ETF was a new Global Retirement Partners position in Q2 2026.
  • Fidelity Momentum Factor ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1091 holding.
  • Global Retirement Partners first reported a position in Fidelity Momentum Factor ETF in Q1 2024 and has held it in 8 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.