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

Riverbend 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	$1.65M	Buy	31,302 +1,575	+5%	+$77.9K	0.83%	32
2026 Q1	$1.33M	Buy	29,727 +898	+3%	+$41.2K	0.76%	33
2025 Q4	$1.27M	Buy	28,829 +1,641	+6%	+$71.9K	0.79%	37
2025 Q3	$1.2M	Buy	27,188 +130	+0.5%	+$5.59K	0.84%	35
2025 Q2	$1.12M	Buy	27,058 +430	+2%	+$17K	0.85%	35
2025 Q1	$1.04M	Buy	26,628 +1,582	+6%	+$65K	0.93%	32
2024 Q4	$1.03M	Buy	+25,046	New	+$1.06M	0.92%	30

Other funds holding FSMD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Bravera Wealth Bismarck, North Dakota $261M AUM

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

Riverbend Wealth Management increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 5.3% in Q2 2026, buying an estimated $77.9K and bringing the position to 31,302 shares worth $1.65M. The position accounts for 0.83% of the portfolio, ranked #32.

Riverbend Wealth Management first reported a position in FSMD in Q4 2024 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Riverbend Wealth Management held 31,302 shares of Fidelity Small-Mid Multifactor ETF worth $1.65M as of Q2 2026.
Riverbend Wealth Management bought 1,575 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $77.9K.
Fidelity Small-Mid Multifactor ETF made up 0.83% of Riverbend Wealth Management's portfolio in Q2 2026, its #32 holding.
Riverbend Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
73 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.