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Twin Peaks Wealth Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Twin Peaks Wealth Advisors’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
-547
Closed -$24.5K – 963
2026
Q1 		$24.5K Buy
+547
New +$25.1K 0.01% 644
2025
Q3 		– Sell
-543
Closed -$23.2K – 887
2025
Q2 		$23.2K Buy
+543
New +$21.4K 0.01% 554

Other funds holding FSMD

Fidelity Investments
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
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

Twin Peaks Wealth Advisors's FSMD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026, closing a stake of 547 shares — an estimated $24.5K sold.

Twin Peaks Wealth Advisors first reported a position in FSMD in Q2 2025 and held it in 2 quarters. The position peaked at $24.5K in Q1 2026. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 547 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $24.5K.
  • Twin Peaks Wealth Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $24.5K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.