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Fidelity Merrimack Str Tr shares owned by UMA Financial Services

Quarter-by-quarter ownership of Fidelity Merrimack Str Tr (FMUB) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Fidelity Merrimack Str Tr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Merrimack Str Tr held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Merrimack Str Tr by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $313k 6.1k 51.40

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Fidelity Merrimack Str Tr

CWM
Commonwealth Equity Services
Wealth Alliance Advisory Group
Jpmorgan Chase & Co
Advyzon Investment Management
Clarity Retirement & Wealth
Concurrent Investment Advisors
LPL Financial
Hicks Capital Management
IHT Wealth Management
Advisory Services Network
Cambridge Investment Research Advisors
Streettalk Advisors
Advisor Group Holdings
Landmark Wealth Management

View all funds holding Fidelity Merrimack Str Tr