Stratos Investment Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Stratos Investment Management’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 Q1	$403K	Buy	9,001 +854	+10%	+$39.2K	0.02%	274
2025 Q4	$360K	Sell	8,147 -231	-3%	-$10.1K	0.01%	276
2025 Q3	$369K	Buy	8,378 +1,222	+17%	+$52.5K	0.02%	275
2025 Q2	$297K	Sell	7,156 -121,471	-94%	-$4.79M	0.01%	302
2025 Q1	$5.04M	Sell	128,627 -92,827	-42%	-$3.81M	0.27%	82
2024 Q4	$9.12M	Buy	221,454 +47,043	+27%	+$2M	0.55%	46
2024 Q3	$7.22M	Buy	174,411 +9,212	+6%	+$365K	0.5%	55
2024 Q2	$6.22M	Buy	+165,199	New	+$6.22M	0.52%	58

Other funds holding FSMD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Stratos Investment Management's FSMD Position: Q1 2026 in Review

Stratos Investment Management increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 10% in Q1 2026, buying an estimated $39.2K and bringing the position to 9,001 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #274.

Stratos Investment Management first reported a position in FSMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.12M in Q4 2024. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

Stratos Investment Management held 9,001 shares of Fidelity Small-Mid Multifactor ETF worth $403K as of Q1 2026.
Stratos Investment Management bought 854 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $39.2K.
Fidelity Small-Mid Multifactor ETF made up 0.02% of Stratos Investment Management's portfolio in Q1 2026, its #274 holding.
Stratos Investment Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2024 and has held it in 8 quarters since.
Stratos Investment Management's Fidelity Small-Mid Multifactor ETF position peaked at $9.12M in Q4 2024.
171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.