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Integrated Wealth Concepts’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Integrated Wealth Concepts’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 		$890K Buy
9,024
+863
+11% +$79.3K ﹤0.01% 1409
2026
Q1 		$654K Buy
+8,161
New +$686K 0.01% 1380
2025
Q4 		– Sell
-6,942
Closed -$577K – 1765
2025
Q3 		$577K Sell
6,942
-455
-6% -$35.9K 0.01% 1272
2025
Q2 		$561K Buy
7,397
+478
+7% +$32.9K 0.01% 1208
2025
Q1 		$450K Buy
+6,919
New +$483K 0.01% 1189

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
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
PS
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

Integrated Wealth Concepts's FDMO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Fidelity Momentum Factor ETF (FDMO) stake by 11% in Q2 2026, buying an estimated $79.3K and bringing the position to 9,024 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Integrated Wealth Concepts first reported a position in FDMO in Q1 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • Integrated Wealth Concepts held 9,024 shares of Fidelity Momentum Factor ETF worth $890K as of Q2 2026.
  • Integrated Wealth Concepts bought 863 Fidelity Momentum Factor ETF shares in Q2 2026, an estimated $79.3K.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1409 holding.
  • Integrated Wealth Concepts first reported a position in Fidelity Momentum Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.