Retirement Planning Group (Kansas)’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$147M	Buy	3,551,494 +73,441	+2%	+$3.05M	6.27%	4
2025 Q1	$136M	Buy	3,478,053 +895,658	+35%	+$35.1M	6.39%	4
2024 Q4	$106M	Buy	2,582,395 +288,260	+13%	+$11.9M	5.35%	6
2024 Q3	$95M	Buy	2,294,135 +177,629	+8%	+$7.35M	5.17%	6
2024 Q2	$79.7M	Buy	+2,116,506	New	+$79.7M	5.07%	7