AAS
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Avantax Advisory Services’s Fidelity Enhanced Small Cap ETF FESM Stock Holding History

Avantax Advisory Services’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.14M Sell
160,659
-39,976
-20% -$1.28M 0.03% 444
2025
Q1 		$5.91M Buy
200,635
+180,077
+876% +$5.31M 0.04% 370
2024
Q4 		$665K Buy
+20,558
New +$665K ﹤0.01% 1269