Keystone Wealth Services’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Keystone Wealth Services’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	$735K	Hold	7,460	–	–	0.14%	158
2026 Q1	$598K	Buy	7,460 +85	+1%	+$7.15K	0.13%	173
2025 Q4	$619K	Buy	7,375 +616	+9%	+$51.4K	0.13%	129
2025 Q3	$562K	Buy	6,759 +1,991	+42%	+$157K	0.12%	172
2025 Q2	$362K	Buy	4,768 +1,515	+47%	+$104K	0.09%	207
2025 Q1	$212K	Hold	3,253	–	–	0.06%	257
2024 Q4	$226K	Buy	+3,253	New	+$227K	0.06%	234

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Keystone Wealth Services's FDMO Position: Q2 2026 in Review

Keystone Wealth Services held its Fidelity Momentum Factor ETF (FDMO) position steady in Q2 2026 at 7,460 shares worth $735K. The position accounts for 0.14% of the portfolio, ranked #158.

Keystone Wealth Services first reported a position in FDMO in Q4 2024 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Keystone Wealth Services held 7,460 shares of Fidelity Momentum Factor ETF worth $735K as of Q2 2026.
Keystone Wealth Services left its Fidelity Momentum Factor ETF share count unchanged in Q2 2026.
Fidelity Momentum Factor ETF made up 0.14% of Keystone Wealth Services's portfolio in Q2 2026, its #158 holding.
Keystone Wealth Services first reported a position in Fidelity Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.