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Nova Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Nova Wealth Management’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 		$1.32M Sell
24,957
-4,246
-15% -$210K 0.73% 43
2026
Q1 		$1.31M Buy
29,203
+28,887
+9,141% +$1.32M 0.85% 33
2025
Q4 		$13.9K Buy
316
+28
+10% +$1.23K 0.01% 319
2025
Q3 		$12.7K Sell
288
-3,416
-92% -$147K 0.01% 329
2025
Q2 		$154K Buy
3,704
+616
+20% +$24.3K 0.11% 146
2025
Q1 		$121K Buy
3,088
+970
+46% +$39.8K 0.1% 141
2024
Q4 		$87.2K Buy
+2,118
New +$90K 0.08% 144

Other funds holding FSMD

Fidelity Investments
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
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

Nova Wealth Management's FSMD Position: Q2 2026 in Review

Nova Wealth Management reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 15% in Q2 2026, selling an estimated $210K and leaving 24,957 shares worth $1.32M. The position accounts for 0.73% of the portfolio, ranked #43.

Nova Wealth Management first reported a position in FSMD in Q4 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Nova Wealth Management held 24,957 shares of Fidelity Small-Mid Multifactor ETF worth $1.32M as of Q2 2026.
  • Nova Wealth Management sold 4,246 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $210K.
  • Fidelity Small-Mid Multifactor ETF made up 0.73% of Nova Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Nova Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.