Novem Group’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Novem Group’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	$3.05M	Sell	57,696 -512	-0.9%	-$25.3K	0.31%	79
2026 Q1	$2.6M	Sell	58,208 -144,714	-71%	-$6.64M	0.3%	74
2025 Q4	$8.95M	Buy	202,922 +1,524	+0.8%	+$66.8K	1.03%	22
2025 Q3	$8.86M	Buy	201,398 +33,773	+20%	+$1.45M	1.04%	22
2025 Q2	$6.95M	Buy	+167,625	New	+$6.61M	0.88%	24

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

Novem Group's FSMD Position: Q2 2026 in Review

Novem Group reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.88% in Q2 2026, selling an estimated $25.3K and leaving 57,696 shares worth $3.05M. The position accounts for 0.31% of the portfolio, ranked #79.

Novem Group first reported a position in FSMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.95M in Q4 2025. 188 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Novem Group held 57,696 shares of Fidelity Small-Mid Multifactor ETF worth $3.05M as of Q2 2026.
Novem Group sold 512 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $25.3K.
Fidelity Small-Mid Multifactor ETF made up 0.31% of Novem Group's portfolio in Q2 2026, its #79 holding.
Novem Group first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
Novem Group's Fidelity Small-Mid Multifactor ETF position peaked at $8.95M in Q4 2025.
188 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.