Laurel Wealth Planning’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Laurel Wealth Planning’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	$5.18M	Buy	98,015 +5,085	+5%	+$251K	2.29%	17
2026 Q1	$4.16M	Buy	92,930 +40,735	+78%	+$1.87M	2.19%	19
2025 Q4	$2.3M	Buy	52,195 +5,503	+12%	+$241K	1.28%	25
2025 Q3	$2.05M	Sell	46,692 -3,106	-6%	-$133K	1.09%	29
2025 Q2	$2.07M	Buy	49,798 +5,212	+12%	+$205K	1.17%	27
2025 Q1	$1.75M	Buy	+44,586	New	+$1.83M	1.16%	27

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

Laurel Wealth Planning's FSMD Position: Q2 2026 in Review

Laurel Wealth Planning increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 5.5% in Q2 2026, buying an estimated $251K and bringing the position to 98,015 shares worth $5.18M. The position accounts for 2.29% of the portfolio, ranked #17.

Laurel Wealth Planning first reported a position in FSMD in Q1 2025 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Laurel Wealth Planning held 98,015 shares of Fidelity Small-Mid Multifactor ETF worth $5.18M as of Q2 2026.
Laurel Wealth Planning bought 5,085 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $251K.
Fidelity Small-Mid Multifactor ETF made up 2.29% of Laurel Wealth Planning's portfolio in Q2 2026, its #17 holding.
Laurel Wealth Planning first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.