Van Hulzen Asset Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Van Hulzen Asset 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 Q2	$2.47M	Sell	46,753 -33,961	-42%	-$1.68M	0.18%	99
2026 Q1	$3.61M	Buy	80,714 +733	+0.9%	+$33.6K	0.27%	78
2025 Q4	$3.53M	Buy	79,981 +2,702	+3%	+$118K	0.26%	75
2025 Q3	$3.4M	Buy	77,279 +4,051	+6%	+$174K	0.25%	74
2025 Q2	$3.04M	Buy	73,228 +1,816	+3%	+$71.6K	0.25%	75
2025 Q1	$2.8M	Buy	+71,412	New	+$2.93M	0.26%	75

Other funds holding FSMD

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Van Hulzen Asset Management's FSMD Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 42% in Q2 2026, selling an estimated $1.68M and leaving 46,753 shares worth $2.47M. The position accounts for 0.18% of the portfolio, ranked #99.

Van Hulzen Asset Management first reported a position in FSMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.61M in Q1 2026. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Van Hulzen Asset Management held 46,753 shares of Fidelity Small-Mid Multifactor ETF worth $2.47M as of Q2 2026.
Van Hulzen Asset Management sold 33,961 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $1.68M.
Fidelity Small-Mid Multifactor ETF made up 0.18% of Van Hulzen Asset Management's portfolio in Q2 2026, its #99 holding.
Van Hulzen Asset Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 6 quarters since.
Van Hulzen Asset Management's Fidelity Small-Mid Multifactor ETF position peaked at $3.61M in Q1 2026.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.