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Action Point Financial Planning’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Action Point Financial Planning’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$867K Buy
+17,960
New +$789K 0.09% 181

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Action Point Financial Planning's FESM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2026: 17,960 shares worth $867K. The stake represents 0.09% of the portfolio and ranks #181 among its holdings.

256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Action Point Financial Planning held 17,960 shares of Fidelity Enhanced Small Cap Core ETF worth $867K as of Q2 2026.
  • Fidelity Enhanced Small Cap Core ETF was a new Action Point Financial Planning position in Q2 2026.
  • Fidelity Enhanced Small Cap Core ETF made up 0.09% of Action Point Financial Planning's portfolio in Q2 2026, its #181 holding.
  • 256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.