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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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 $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Investmark Advisory Group's FSMD Position: Q1 2026 in Review

Investmark Advisory Group increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1.1% in Q1 2026, buying an estimated $2.38K and bringing the position to 4,667 shares worth $209K. The position accounts for 0.09% of the portfolio, ranked #132.

Investmark Advisory Group first reported a position in FSMD in Q4 2021 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Investmark Advisory Group held 4,667 shares of Fidelity Small-Mid Multifactor ETF worth $209K as of Q1 2026.
  • Investmark Advisory Group bought 52 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $2.38K.
  • Fidelity Small-Mid Multifactor ETF made up 0.09% of Investmark Advisory Group's portfolio in Q1 2026, its #132 holding.
  • Investmark Advisory Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2021 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.