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Summit Wealth Group (Colorado)’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Summit Wealth Group (Colorado)’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 		$779K Buy
20,378
+10,511
+107% +$375K 0.06% 158
2026
Q1 		$315K Buy
+9,867
New +$323K 0.03% 254

Other funds holding FFSM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FFSM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 107% in Q2 2026, buying an estimated $375K and bringing the position to 20,378 shares worth $779K. The position accounts for 0.06% of the portfolio, ranked #158.

Summit Wealth Group (Colorado) first reported a position in FFSM in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 20,378 shares of Fidelity Fundamental Small-Mid Cap ETF worth $779K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 10,511 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $375K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #158 holding.
  • Summit Wealth Group (Colorado) first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.