AIM
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Advyzon Investment Management’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Advyzon Investment Management’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 		$638K Sell
13,219
-1,240
-9% -$54.5K 0.05% 398
2026
Q1 		$549K Buy
+14,459
New +$569K 0.05% 368

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

Advyzon Investment Management's FESM Position: Q2 2026 in Review

Advyzon Investment Management reduced its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 8.6% in Q2 2026, selling an estimated $54.5K and leaving 13,219 shares worth $638K. The position accounts for 0.05% of the portfolio, ranked #398.

Advyzon Investment Management first reported a position in FESM in Q1 2026 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Advyzon Investment Management held 13,219 shares of Fidelity Enhanced Small Cap Core ETF worth $638K as of Q2 2026.
  • Advyzon Investment Management sold 1,240 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $54.5K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #398 holding.
  • Advyzon Investment Management first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

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