FMUB — FIDELITY MERRIMACK STR TR

Ownership history in CWM, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in FIDELITY MERRIMACK STR TR (FMUB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.15% (2025 Q3)
Avg. % of fund
0.15%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,021,446 +37,688 +3.8% 0.14% $52.1M $50.69
2025 Q3 ADDED 983,758 +152,100 +18.3% 0.15% $50.0M $50.07
2025 Q2 INITIATED 831,658 — — 0.15% $41.4M $48.54
% of Fund (quarterly)    FMUB price (monthly, adj. close)

Other funds also holding FMUB

As of 2025 Q4 — sorted by position size

Landmark Wealth Management, LLC 3Y 0.25% Avidian Wealth Enterprises, LLC 3Y 7Y 0.06% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.02% Advisory Services Network, LLC 3Y 7Y 0.02% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.01% Concurrent Investment Advisors, LLC 0.01% IHT Wealth Management, LLC 3Y 7Y 0.01% Sigma Planning Corp 3Y 7Y 0.01% Aptus Capital Advisors, LLC 3Y 7Y 0.01% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.0%
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