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

Spire 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	$3.84K	Hold	39	–	–	﹤0.01%	1871
2026 Q1	$3.12K	Sell	39 -168	-81%	-$14.1K	﹤0.01%	1944
2025 Q4	$17.4K	Hold	207	–	–	﹤0.01%	1532
2025 Q3	$17.2K	Buy	207 +168	+431%	+$13.3K	﹤0.01%	1571
2025 Q2	$2.96K	Hold	39	–	–	﹤0.01%	2088
2025 Q1	$2.54K	Hold	39	–	–	﹤0.01%	2228
2024 Q4	$2.71K	Buy	39 +16	+70%	+$1.11K	﹤0.01%	2185
2024 Q3	$1.52K	Hold	23	–	–	﹤0.01%	2042
2024 Q2	$1.47K	Sell	23 -2	-8%	-$121	﹤0.01%	2062
2024 Q1	$1.51K	Hold	25	–	–	﹤0.01%	2144
2023 Q4	$1.35K	Hold	25	–	–	﹤0.01%	2217
2023 Q3	$1.17K	Hold	25	–	–	﹤0.01%	2226
2023 Q2	$1.21K	Buy	+25	New	+$1.15K	﹤0.01%	2283
2022 Q4	–	Sell	-100	Closed	-$4K	–	2344
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	1788
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	2187
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	2230
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	2559
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	2274
2021 Q2	$5K	Sell	100 -380	-79%	-$17.9K	﹤0.01%	2308
2021 Q1	$22K	Buy	+480	New	+$21.8K	﹤0.01%	2104

Other funds holding FDMO

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

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

Spire Wealth Management held its Fidelity Momentum Factor ETF (FDMO) position steady in Q2 2026 at 39 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Spire Wealth Management first reported a position in FDMO in Q1 2021 and has held it in 20 quarters since. The position peaked at $22K in Q1 2021. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

Spire Wealth Management held 39 shares of Fidelity Momentum Factor ETF worth $3.84K as of Q2 2026.
Spire Wealth Management left its Fidelity Momentum Factor ETF share count unchanged in Q2 2026.
Fidelity Momentum Factor ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1871 holding.
Spire Wealth Management first reported a position in Fidelity Momentum Factor ETF in Q1 2021 and has held it in 20 quarters since.
Spire Wealth Management's Fidelity Momentum Factor ETF position peaked at $22K in Q1 2021.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.