Liberty Square Wealth Partners’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Liberty Square Wealth Partners’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	$18.8M	Buy	356,575 +38,940	+12%	+$1.93M	4.49%	7
2026 Q1	$14.2M	Buy	317,635 +57,652	+22%	+$2.64M	3.96%	7
2025 Q4	$11.5M	Buy	259,983 +145,799	+128%	+$6.39M	3.27%	7
2025 Q3	$5.03M	Buy	+114,184	New	+$4.91M	1.55%	12

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

Liberty Square Wealth Partners's FSMD Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 12% in Q2 2026, buying an estimated $1.93M and bringing the position to 356,575 shares worth $18.8M. The position accounts for 4.49% of the portfolio, ranked #7.

Liberty Square Wealth Partners first reported a position in FSMD in Q3 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Liberty Square Wealth Partners held 356,575 shares of Fidelity Small-Mid Multifactor ETF worth $18.8M as of Q2 2026.
Liberty Square Wealth Partners bought 38,940 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $1.93M.
Fidelity Small-Mid Multifactor ETF made up 4.49% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #7 holding.
Liberty Square Wealth Partners first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 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 Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.