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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Liberty Square Wealth Partners's FSMD Position: Q1 2026 in Review

Liberty Square Wealth Partners increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 22% in Q1 2026, buying an estimated $2.64M and bringing the position to 317,635 shares worth $14.2M. The position accounts for 3.96% of the portfolio, ranked #7.

Liberty Square Wealth Partners first reported a position in FSMD in Q3 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Liberty Square Wealth Partners held 317,635 shares of Fidelity Small-Mid Multifactor ETF worth $14.2M as of Q1 2026.
  • Liberty Square Wealth Partners bought 57,652 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $2.64M.
  • Fidelity Small-Mid Multifactor ETF made up 3.96% of Liberty Square Wealth Partners's portfolio in Q1 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 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.