SK Wealth Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

SK Wealth Management’s Portfolio FFSM Stock Details FFSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.34M	Buy	194,656 +20,566	+12%	+$734K	1.65%	16
2026 Q1	$5.66M	Buy	174,090 +1,818	+1%	+$59.5K	1.57%	17
2025 Q4	$5.63M	Buy	172,272 +13,095	+8%	+$393K	1.57%	15
2025 Q3	$4.62M	Buy	159,177 +6,046	+4%	+$171K	1.72%	14
2025 Q2	$4.26M	Buy	153,131 +27,282	+22%	+$696K	1.85%	13
2025 Q1	$2.89M	Buy	125,849 +41,408	+49%	+$1.12M	1.55%	12
2024 Q4	$2.27M	Buy	84,441 +920	+1%	+$25.7K	1.16%	16
2024 Q3	$2.25M	Buy	+83,521	New	+$2.19M	1.15%	14

Other funds holding FFSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

KOMWMG

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return

AWA

Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

Keenan LLC Boston, Massachusetts $142M AUM

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

EFA

Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

SK Wealth Management's FFSM Position: Q2 2026 in Review

SK Wealth Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 12% in Q2 2026, buying an estimated $734K and bringing the position to 194,656 shares worth $7.34M. The position accounts for 1.65% of the portfolio, ranked #16.

SK Wealth Management first reported a position in FFSM in Q3 2024 and has held it in 8 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

SK Wealth Management held 194,656 shares of Fidelity Fundamental Small-Mid Cap ETF worth $7.34M as of Q2 2026.
SK Wealth Management bought 20,566 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $734K.
Fidelity Fundamental Small-Mid Cap ETF made up 1.65% of SK Wealth Management's portfolio in Q2 2026, its #16 holding.
SK Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.