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Golden State Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Golden State Wealth Management’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 		$698K Sell
13,205
-6,424
-33% -$318K 0.06% 238
2026
Q1 		$878K Sell
19,629
-31,366
-62% -$1.44M 0.1% 174
2025
Q4 		$2.25M Sell
50,995
-1,416
-3% -$62.1K 0.24% 82
2025
Q3 		$2.31M Buy
52,411
+7,437
+17% +$320K 0.25% 76
2025
Q2 		$1.87M Buy
+44,974
New +$1.77M 0.23% 85

Other funds holding FSMD

Fidelity Investments
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
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

Golden State Wealth Management's FSMD Position: Q2 2026 in Review

Golden State Wealth Management reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 33% in Q2 2026, selling an estimated $318K and leaving 13,205 shares worth $698K. The position accounts for 0.06% of the portfolio, ranked #238.

Golden State Wealth Management first reported a position in FSMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.31M in Q3 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Golden State Wealth Management held 13,205 shares of Fidelity Small-Mid Multifactor ETF worth $698K as of Q2 2026.
  • Golden State Wealth Management sold 6,424 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $318K.
  • Fidelity Small-Mid Multifactor ETF made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Golden State Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
  • Golden State Wealth Management's Fidelity Small-Mid Multifactor ETF position peaked at $2.31M in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.