Beam Wealth Advisors
FESM icon

Beam Wealth Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Beam Wealth Advisors’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
Q3 		$933K Buy
20,750
+2,486
+14% +$117K 0.2% 75
2026
Q2 		$882K Buy
18,264
+1,998
+12% +$87.8K 0.19% 77
2026
Q1 		$618K Buy
16,266
+5,059
+45% +$199K 0.15% 90
2025
Q4 		$423K Buy
+11,207
New +$418K 0.12% 95

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.61B AUM 11.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Beam Wealth Advisors's FESM Position: Q3 2026 in Review

Beam Wealth Advisors increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 14% in Q3 2026, buying an estimated $117K and bringing the position to 20,750 shares worth $933K. The position accounts for 0.2% of the portfolio, ranked #75.

Beam Wealth Advisors first reported a position in FESM in Q4 2025 and has held it in 4 quarters since. 270 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

  • Beam Wealth Advisors held 20,750 shares of Fidelity Enhanced Small Cap Core ETF worth $933K as of Q3 2026.
  • Beam Wealth Advisors bought 2,486 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $117K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.2% of Beam Wealth Advisors's portfolio in Q3 2026, its #75 holding.
  • Beam Wealth Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2025 and has held it in 4 quarters since.
  • 270 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.