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 Q3	$1.79M	Buy	36,480 +5,178	+17%	+$265K	0.82%	35
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

Prasad Wealth Partners Independence, Ohio $441M AUM 15.58% 1-Year Est. Return

Riverbend Wealth Management's FSMD Position: Q3 2026 in Review

Riverbend Wealth Management increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 17% in Q3 2026, buying an estimated $265K and bringing the position to 36,480 shares worth $1.79M. The position accounts for 0.82% of the portfolio, ranked #35.

Riverbend Wealth Management first reported a position in FSMD in Q4 2024 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold FSMD as of Q3 2026.

Riverbend Wealth Management held 36,480 shares of Fidelity Small-Mid Multifactor ETF worth $1.79M as of Q3 2026.
Riverbend Wealth Management bought 5,178 Fidelity Small-Mid Multifactor ETF shares in Q3 2026, an estimated $265K.
Fidelity Small-Mid Multifactor ETF made up 0.82% of Riverbend Wealth Management's portfolio in Q3 2026, its #35 holding.
Riverbend Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 8 quarters since.
129 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.