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Kerntke Otto McGlone Wealth Management Group’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16M Buy
418,435
+3,195
+0.8% +$114K 9.66% 2
2026
Q1 		$13.3M Buy
415,240
+17,585
+4% +$576K 9.05% 3
2025
Q4 		$12.2M Buy
397,655
+6,610
+2% +$199K 8.63% 3
2025
Q3 		$11.4M Sell
391,045
-111,874
-22% -$3.17M 8.63% 3
2025
Q2 		$13.7M Buy
502,919
+78,094
+18% +$1.99M 10.84% 2
2025
Q1 		$10.7M Buy
+424,825
New +$11.5M 9.36% 3

Other funds holding FFSM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's FFSM Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 0.77% in Q2 2026, buying an estimated $114K and bringing the position to 418,435 shares worth $16M. The position accounts for 9.66% of the portfolio, ranked #2.

Kerntke Otto McGlone Wealth Management Group first reported a position in FFSM in Q1 2025 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 418,435 shares of Fidelity Fundamental Small-Mid Cap ETF worth $16M as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 3,195 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $114K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 9.66% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #2 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.