Investmark Advisory Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Investmark Advisory 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 Q3	$243K	Buy	4,951 +16	+0.3%	+$819	0.08%	145
2026 Q2	$261K	Buy	4,935 +268	+6%	+$13.3K	0.1%	125
2026 Q1	$209K	Buy	4,667 +52	+1%	+$2.38K	0.09%	132
2025 Q4	$204K	Buy	+4,615	New	+$202K	0.09%	132
2022 Q1	–	Sell	-791	Closed	-$28K	–	183
2021 Q4	$28K	Buy	+791	New	+$27.8K	0.03%	194

Other funds holding FSMD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return

Investmark Advisory Group's FSMD Position: Q3 2026 in Review

Investmark Advisory Group increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.32% in Q3 2026, buying an estimated $819 and bringing the position to 4,951 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #145.

Investmark Advisory Group first reported a position in FSMD in Q4 2021 and has held it in 5 quarters since. The position peaked at $261K in Q2 2026. 129 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

Investmark Advisory Group held 4,951 shares of Fidelity Small-Mid Multifactor ETF worth $243K as of Q3 2026.
Investmark Advisory Group bought 16 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $819.
Fidelity Small-Mid Multifactor ETF made up 0.08% of Investmark Advisory Group's portfolio in Q3 2026, its #145 holding.
Investmark Advisory Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2021 and has held it in 5 quarters since.
Investmark Advisory Group's Fidelity Small-Mid Multifactor ETF position peaked at $261K in Q2 2026.
129 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.