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Rachor Investment Advisory Services’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Rachor Investment Advisory Services’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 		$1.23K Hold
23
– – ﹤0.01% 170
2026
Q1 		$1.03K Buy
+23
New +$1.05K ﹤0.01% 317

Other funds holding FSMD

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Rachor Investment Advisory Services's FSMD Position: Q2 2026 in Review

Rachor Investment Advisory Services held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q2 2026 at 23 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Rachor Investment Advisory Services first reported a position in FSMD in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Rachor Investment Advisory Services held 23 shares of Fidelity Small-Mid Multifactor ETF worth $1.23K as of Q2 2026.
  • Rachor Investment Advisory Services left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #170 holding.
  • Rachor Investment Advisory Services first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.