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SteelPeak Wealth’s Fidelity Momentum Factor ETF FDMO Stock Holding History

SteelPeak Wealth’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
2025
Q1 		– Sell
-35,270
Closed -$2.46M – 613
2024
Q4 		$2.46M Buy
+35,270
New +$2.46M 0.1% 154

Other funds holding FDMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

SteelPeak Wealth's FDMO Position: Q1 2025 in Review

SteelPeak Wealth sold out of Fidelity Momentum Factor ETF (FDMO) in Q1 2025, closing a stake of 35,270 shares — an estimated $2.46M sold.

SteelPeak Wealth first reported a position in FDMO in Q4 2024 and held it in 1 quarter. The position peaked at $2.46M in Q4 2024. 69 funds tracked by Wall St. Rank hold FDMO as of Q1 2025.

  • SteelPeak Wealth reported no remaining Fidelity Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 35,270 Fidelity Momentum Factor ETF shares in Q1 2025, an estimated $2.46M.
  • SteelPeak Wealth first reported a position in Fidelity Momentum Factor ETF in Q4 2024 and held it in 1 quarter.
  • SteelPeak Wealth's Fidelity Momentum Factor ETF position peaked at $2.46M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.