Holos Integrated Wealth’s Fidelity Enhanced Mid Cap Core ETF FMDE Stock Holding History

Holos Integrated Wealth’s Portfolio FMDE Stock Details FMDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$137K	Sell	3,396 -63	-2%	-$2.45K	0.06%	103
2026 Q1	$126K	Buy	3,459 +285	+9%	+$10.6K	0.06%	106
2025 Q4	$116K	Buy	3,174 +895	+39%	+$32.2K	0.06%	90
2025 Q3	$79.6K	Buy	2,279 +1,079	+90%	+$38.2K	0.05%	97
2025 Q2	$41.6K	Buy	+1,200	New	+$38.6K	0.03%	123

Other funds holding FMDE

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Holos Integrated Wealth's FMDE Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Fidelity Enhanced Mid Cap Core ETF (FMDE) stake by 1.8% in Q2 2026, selling an estimated $2.45K and leaving 3,396 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #103.

Holos Integrated Wealth first reported a position in FMDE in Q2 2025 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold FMDE as of Q2 2026.

Holos Integrated Wealth held 3,396 shares of Fidelity Enhanced Mid Cap Core ETF worth $137K as of Q2 2026.
Holos Integrated Wealth sold 63 Fidelity Enhanced Mid Cap Core ETF shares in Q2 2026, an estimated $2.45K.
Fidelity Enhanced Mid Cap Core ETF made up 0.06% of Holos Integrated Wealth's portfolio in Q2 2026, its #103 holding.
Holos Integrated Wealth first reported a position in Fidelity Enhanced Mid Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
285 funds tracked by Wall St. Rank held Fidelity Enhanced Mid Cap Core ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.