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

Visionary 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 		$1.74M Buy
32,869
+5,743
+21% +$284K 0.07% 222
2026
Q1 		$1.21M Sell
27,126
-7,270
-21% -$333K 0.05% 247
2025
Q4 		$1.52M Buy
34,396
+3,701
+12% +$162K 0.07% 225
2025
Q3 		$1.35M Buy
30,695
+748
+2% +$32.1K 0.06% 240
2025
Q2 		$1.24M Buy
+29,947
New +$1.18M 0.06% 246

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

Visionary Wealth Advisors's FSMD Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 21% in Q2 2026, buying an estimated $284K and bringing the position to 32,869 shares worth $1.74M. The position accounts for 0.07% of the portfolio, ranked #222.

Visionary Wealth Advisors first reported a position in FSMD in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Visionary Wealth Advisors held 32,869 shares of Fidelity Small-Mid Multifactor ETF worth $1.74M as of Q2 2026.
  • Visionary Wealth Advisors bought 5,743 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $284K.
  • Fidelity Small-Mid Multifactor ETF made up 0.07% of Visionary Wealth Advisors's portfolio in Q2 2026, its #222 holding.
  • Visionary Wealth Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

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