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Goldstone Financial Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Goldstone Financial Group’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 		$18.7M Sell
353,428
-4,445
-1% -$220K 1.71% 16
2026
Q1 		$16M Buy
357,873
+22,470
+7% +$1.03M 1.74% 10
2025
Q4 		$14.8M Buy
335,403
+18,357
+6% +$805K 1.65% 13
2025
Q3 		$14M Buy
+317,046
New +$13.6M 1.65% 13

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

Goldstone Financial Group's FSMD Position: Q2 2026 in Review

Goldstone Financial Group reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1.2% in Q2 2026, selling an estimated $220K and leaving 353,428 shares worth $18.7M. The position accounts for 1.71% of the portfolio, ranked #16.

Goldstone Financial Group first reported a position in FSMD in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Goldstone Financial Group held 353,428 shares of Fidelity Small-Mid Multifactor ETF worth $18.7M as of Q2 2026.
  • Goldstone Financial Group sold 4,445 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $220K.
  • Fidelity Small-Mid Multifactor ETF made up 1.71% of Goldstone Financial Group's portfolio in Q2 2026, its #16 holding.
  • Goldstone Financial Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.