ZRP
FSMD icon

Zynergy Retirement Planning’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-1,381
Closed -$56.9K – 55
2025
Q1 		$56.9K Hold
1,381
– – 0.04% 41
2024
Q4 		$57.2K Hold
1,381
– – 0.04% 38
2024
Q3 		$57.2K Buy
1,381
+202
+17% +$8.01K 0.04% 38
2024
Q2 		$44.4K Buy
+1,179
New +$44.4K 0.03% 42

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Zynergy Retirement Planning's FSMD Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2025, closing a stake of 1,381 shares — an estimated $56.9K sold.

Zynergy Retirement Planning first reported a position in FSMD in Q2 2024 and held it in 4 quarters. The position peaked at $57.2K in Q4 2024. 136 funds tracked by Wall St. Rank hold FSMD as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Fidelity Small-Mid Multifactor ETF position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 1,381 Fidelity Small-Mid Multifactor ETF shares in Q2 2025, an estimated $56.9K.
  • Zynergy Retirement Planning first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Fidelity Small-Mid Multifactor ETF position peaked at $57.2K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.