World Investment Advisors’s Fidelity Momentum Factor ETF FDMO Stock Holding History

World Investment Advisors’s Portfolio FDMO Stock Details FDMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$575K	Hold	5,851	–	–	0.01%	901
2026 Q1	$469K	Sell	5,851 -33	-0.6%	-$2.77K	0.01%	1018
2025 Q4	$494K	Buy	+5,884	New	+$491K	0.01%	935
2021 Q4	–	Sell	-6,737	Closed	-$330K	–	272
2021 Q3	$330K	Buy	+6,737	New	+$338K	0.07%	174
2019 Q4	–	Sell	-9,381	Closed	-$328K	–	166
2019 Q3	$328K	Sell	9,381 -25	-0.3%	-$890	0.14%	94
2019 Q2	$325K	Buy	+9,406	New	+$326K	0.14%	83

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

World Investment Advisors's FDMO Position: Q2 2026 in Review

World Investment Advisors held its Fidelity Momentum Factor ETF (FDMO) position steady in Q2 2026 at 5,851 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #901.

World Investment Advisors first reported a position in FDMO in Q2 2019 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold FDMO as of Q2 2026.

World Investment Advisors held 5,851 shares of Fidelity Momentum Factor ETF worth $575K as of Q2 2026.
World Investment Advisors left its Fidelity Momentum Factor ETF share count unchanged in Q2 2026.
Fidelity Momentum Factor ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #901 holding.
World Investment Advisors first reported a position in Fidelity Momentum Factor ETF in Q2 2019 and has held it in 6 quarters since.
118 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.