Sound Income Strategies’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Sound Income Strategies’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	–	Sell	-2,711	Closed	-$123K	–	1170
2026 Q1	$123K	Hold	2,711	–	–	0.01%	538
2025 Q4	$125K	Buy	2,711 +106	+4%	+$4.65K	0.01%	526
2025 Q3	$113K	Hold	2,605	–	–	0.01%	388
2025 Q2	$108K	Sell	2,605 -2,605	-50%	-$103K	0.01%	371
2025 Q1	$204K	Hold	5,210	–	–	0.01%	280
2024 Q4	$214K	Hold	5,210	–	–	0.01%	237
2024 Q3	$216K	Hold	5,210	–	–	0.01%	238
2024 Q2	$196K	Hold	5,210	–	–	0.01%	231
2024 Q1	$202K	Buy	+5,210	New	+$191K	0.02%	214

Other funds holding FSMD

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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

Sound Income Strategies's FSMD Position: Q2 2026 in Review

Sound Income Strategies sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026, closing a stake of 2,711 shares — an estimated $123K sold.

Sound Income Strategies first reported a position in FSMD in Q1 2024 and held it in 9 quarters. The position peaked at $216K in Q3 2024. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Sound Income Strategies reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 2,711 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $123K.
Sound Income Strategies first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2024 and held it in 9 quarters.
Sound Income Strategies's Fidelity Small-Mid Multifactor ETF position peaked at $216K in Q3 2024.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.