Inscription Capital’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Inscription Capital’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 Q1	$529K	Hold	6,610	–	–	0.06%	345
2025 Q4	$555K	Hold	6,610	–	–	0.06%	330
2025 Q3	$550K	Hold	6,610	–	–	0.06%	328
2025 Q2	$501K	Hold	6,610	–	–	0.07%	207
2025 Q1	$399K	Buy	+6,610	New	+$462K	0.07%	207
2024 Q3	$437K	Hold	6,610	–	–	0.07%	209
2024 Q2	$421K	Hold	6,610	–	–	0.07%	199
2024 Q1	$399K	Hold	6,610	–	–	0.07%	207
2023 Q4	$350K	Hold	6,610	–	–	0.1%	153
2023 Q3	$309K	Hold	6,610	–	–	0.1%	141
2023 Q2	$320K	Hold	6,610	–	–	0.1%	145
2023 Q1	$295K	Sell	6,610 -2,411	-27%	-$105K	0.08%	160
2022 Q4	$386K	Buy	+9,021	New	+$394K	0.13%	130

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Inscription Capital's FDMO Position: Q1 2026 in Review

Inscription Capital held its Fidelity Momentum Factor ETF (FDMO) position steady in Q1 2026 at 6,610 shares worth $529K. The position accounts for 0.06% of the portfolio, ranked #345.

Inscription Capital first reported a position in FDMO in Q4 2022 and has held it in 13 quarters since. The position peaked at $555K in Q4 2025. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Inscription Capital held 6,610 shares of Fidelity Momentum Factor ETF worth $529K as of Q1 2026.
Inscription Capital left its Fidelity Momentum Factor ETF share count unchanged in Q1 2026.
Fidelity Momentum Factor ETF made up 0.06% of Inscription Capital's portfolio in Q1 2026, its #345 holding.
Inscription Capital first reported a position in Fidelity Momentum Factor ETF in Q4 2022 and has held it in 13 quarters since.
Inscription Capital's Fidelity Momentum Factor ETF position peaked at $555K in Q4 2025.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.