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 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 $2.3T 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

Investmark Advisory Group's FSMD Position: Q2 2026 in Review

Investmark Advisory Group increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 5.7% in Q2 2026, buying an estimated $13.3K and bringing the position to 4,935 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #125.

Investmark Advisory Group first reported a position in FSMD in Q4 2021 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Investmark Advisory Group held 4,935 shares of Fidelity Small-Mid Multifactor ETF worth $261K as of Q2 2026.
Investmark Advisory Group bought 268 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $13.3K.
Fidelity Small-Mid Multifactor ETF made up 0.1% of Investmark Advisory Group's portfolio in Q2 2026, its #125 holding.
Investmark Advisory Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2021 and has held it in 4 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.