Harbour Investments’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Harbour Investments’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	$27K	Hold	274	–	–	﹤0.01%	2770
2026 Q1	$21.9K	Buy	274 +237	+641%	+$19.9K	﹤0.01%	2826
2025 Q4	$3.11K	Hold	37	–	–	﹤0.01%	3188
2025 Q3	$3.08K	Hold	37	–	–	﹤0.01%	3144
2025 Q2	$2.81K	Buy	+37	New	+$2.55K	﹤0.01%	3041
2023 Q4	–	Sell	-92	Closed	-$4.3K	–	3146
2023 Q3	$4.3K	Hold	92	–	–	﹤0.01%	2325
2023 Q2	$4.45K	Hold	92	–	–	﹤0.01%	2316
2023 Q1	$4.11K	Hold	92	–	–	﹤0.01%	2345
2022 Q4	$3.94K	Buy	+92	New	+$4.01K	﹤0.01%	2294
2021 Q3	–	Sell	-12,682	Closed	-$617K	–	3813
2021 Q2	$617K	Buy	+12,682	New	+$597K	0.02%	595

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Harbour Investments's FDMO Position: Q2 2026 in Review

Harbour Investments held its Fidelity Momentum Factor ETF (FDMO) position steady in Q2 2026 at 274 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

Harbour Investments first reported a position in FDMO in Q2 2021 and has held it in 10 quarters since. The position peaked at $617K in Q2 2021. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Harbour Investments held 274 shares of Fidelity Momentum Factor ETF worth $27K as of Q2 2026.
Harbour Investments left its Fidelity Momentum Factor ETF share count unchanged in Q2 2026.
Fidelity Momentum Factor ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2770 holding.
Harbour Investments first reported a position in Fidelity Momentum Factor ETF in Q2 2021 and has held it in 10 quarters since.
Harbour Investments's Fidelity Momentum Factor ETF position peaked at $617K in Q2 2021.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.