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GPS Wealth Strategies Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$3.13K Sell
71
-115
-62% -$5.04K ﹤0.01% 507
2025
Q3 		$8.19K Buy
186
+146
+365% +$6.27K ﹤0.01% 1140
2025
Q2 		$1.66K Hold
40
– – ﹤0.01% 1379
2025
Q1 		$1.57K Buy
+40
New +$1.64K ﹤0.01% 1335

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 22.9% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GPS Wealth Strategies Group's FSMD Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 62% in Q4 2025, selling an estimated $5.04K and leaving 71 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

GPS Wealth Strategies Group first reported a position in FSMD in Q1 2025 and has held it in 4 quarters since. The position peaked at $8.19K in Q3 2025. 161 funds tracked by Wall St. Rank hold FSMD as of Q4 2025.

  • GPS Wealth Strategies Group held 71 shares of Fidelity Small-Mid Multifactor ETF worth $3.13K as of Q4 2025.
  • GPS Wealth Strategies Group sold 115 Fidelity Small-Mid Multifactor ETF shares in Q4 2025, an estimated $5.04K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #507 holding.
  • GPS Wealth Strategies Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 4 quarters since.
  • GPS Wealth Strategies Group's Fidelity Small-Mid Multifactor ETF position peaked at $8.19K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.