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Koss-Olinger Consulting’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Koss-Olinger Consulting’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
2025
Q4 		– Sell
-9,000
Closed -$683K – 288
2025
Q3 		$683K Hold
9,000
– – 0.06% 158
2025
Q2 		$683K Sell
9,000
-3,000
-25% -$206K 0.06% 160
2025
Q1 		$781K Buy
+12,000
New +$838K 0.07% 140

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Koss-Olinger Consulting's FDMO Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of Fidelity Momentum Factor ETF (FDMO) in Q4 2025, closing a stake of 9,000 shares — an estimated $683K sold.

Koss-Olinger Consulting first reported a position in FDMO in Q1 2025 and held it in 3 quarters. The position peaked at $781K in Q1 2025. 90 funds tracked by Wall St. Rank hold FDMO as of Q4 2025.

  • Koss-Olinger Consulting reported no remaining Fidelity Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 9,000 Fidelity Momentum Factor ETF shares in Q4 2025, an estimated $683K.
  • Koss-Olinger Consulting first reported a position in Fidelity Momentum Factor ETF in Q1 2025 and held it in 3 quarters.
  • Koss-Olinger Consulting's Fidelity Momentum Factor ETF position peaked at $781K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.