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

Independent 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	$1.6M	Sell	30,360 -610	-2%	-$30.2K	0.03%	516
2026 Q1	$1.38M	Buy	30,970 +9,030	+41%	+$414K	0.03%	518
2025 Q4	$968K	Buy	21,940 +672	+3%	+$29.5K	0.02%	631
2025 Q3	$936K	Hold	21,268	–	–	0.02%	619
2025 Q2	$882K	Sell	21,268 -12,910	-38%	-$509K	0.02%	584
2025 Q1	$1.34M	Sell	34,178 -11,282	-25%	-$463K	0.05%	400
2024 Q4	$1.87M	Buy	45,460 +22,552	+98%	+$958K	0.06%	311
2024 Q3	$948K	Buy	+22,908	New	+$908K	0.03%	455

Other funds holding FSMD

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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 Financial Group's FSMD Position: Q2 2026 in Review

Independent Financial Group reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 2% in Q2 2026, selling an estimated $30.2K and leaving 30,360 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #516.

Independent Financial Group first reported a position in FSMD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.87M in Q4 2024. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Independent Financial Group held 30,360 shares of Fidelity Small-Mid Multifactor ETF worth $1.6M as of Q2 2026.
Independent Financial Group sold 610 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $30.2K.
Fidelity Small-Mid Multifactor ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #516 holding.
Independent Financial Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's Fidelity Small-Mid Multifactor ETF position peaked at $1.87M in Q4 2024.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.