GRP
FSMD icon

Global Retirement Partners’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Global Retirement Partners’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
Q4 		$211K Sell
4,782
-309
-6% -$13.5K ﹤0.01% 1447
2025
Q3 		$224K Buy
5,091
+19
+0.4% +$816 0.01% 1113
2025
Q2 		$210K Buy
+5,072
New +$200K 0.01% 1065
2024
Q4 		$208K Buy
5,051
+4,844
+2,340% +$206K 0.01% 934
2024
Q3 		$8.57K Hold
207
– – ﹤0.01% 2351
2024
Q2 		$7.8K Hold
207
– – ﹤0.01% 2423
2024
Q1 		$8.04K Buy
+207
New +$7.61K ﹤0.01% 2210
2023
Q4 		– Sell
-376
Closed -$11.9K – 3404
2023
Q3 		$11.9K Buy
+376
New +$12.6K ﹤0.01% 1879

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 $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return