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

Private Wealth Asset 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 		$3.14K Buy
+59
New +$2.92K ﹤0.01% 822

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

Private Wealth Asset Management's FSMD Position: Q2 2026 in Review

Private Wealth Asset Management opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 59 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #822 among its holdings.

187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Private Wealth Asset Management held 59 shares of Fidelity Small-Mid Multifactor ETF worth $3.14K as of Q2 2026.
  • Fidelity Small-Mid Multifactor ETF was a new Private Wealth Asset Management position in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #822 holding.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.