SHP Wealth Management
FDMO icon

SHP Wealth Management’s Fidelity Momentum Factor ETF FDMO Stock Holding History

SHP Wealth Management’s Portfolio FDMO Stock Details FDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.6K Hold
67
– – ﹤0.01% 1094
2026
Q1 		$5.36K Buy
67
+20
+43% +$1.68K ﹤0.01% 1052
2025
Q4 		$3.94K Buy
+47
New +$3.92K ﹤0.01% 1021

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marks Group Wealth Management
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Elevation Capital Advisory
Elevation Capital Advisory Bend, Oregon $255M AUM 16.75% 1-Year Est. Return

SHP Wealth Management's FDMO Position: Q2 2026 in Review

SHP Wealth Management held its Fidelity Momentum Factor ETF (FDMO) position steady in Q2 2026 at 67 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

SHP Wealth Management first reported a position in FDMO in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

  • SHP Wealth Management held 67 shares of Fidelity Momentum Factor ETF worth $6.6K as of Q2 2026.
  • SHP Wealth Management left its Fidelity Momentum Factor ETF share count unchanged in Q2 2026.
  • Fidelity Momentum Factor ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1094 holding.
  • SHP Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

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