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Independent Advisor Alliance’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Independent Advisor Alliance’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 		– Sell
-123,592
Closed -$5.53M – 1257
2026
Q1 		$5.53M Buy
+123,592
New +$5.67M 0.06% 294
2025
Q1 		– Sell
-35,042
Closed -$1.44M – 998
2024
Q4 		$1.44M Buy
+35,042
New +$1.49M 0.02% 615

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

Independent Advisor Alliance's FSMD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026, closing a stake of 123,592 shares — an estimated $5.53M sold.

Independent Advisor Alliance first reported a position in FSMD in Q4 2024 and held it in 2 quarters. The position peaked at $5.53M in Q1 2026. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 123,592 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $5.53M.
  • Independent Advisor Alliance first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Fidelity Small-Mid Multifactor ETF position peaked at $5.53M in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.