Cornerstone Planning Group’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Cornerstone Planning Group’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	$20.8K	Hold	442	–	–	﹤0.01%	668
2026 Q1	$19.7K	Hold	442	–	–	﹤0.01%	673
2025 Q4	$17.7K	Sell	442 -308	-41%	-$11.5K	﹤0.01%	620
2025 Q3	$27.7K	Buy	750 +308	+70%	+$10.6K	﹤0.01%	486
2025 Q2	$14.6K	Hold	442	–	–	﹤0.01%	478
2025 Q1	$12.4K	Hold	442	–	–	﹤0.01%	514
2024 Q4	$14.8K	Buy	+442	New	+$14.8K	﹤0.01%	358

Other funds holding FESM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Cornerstone Planning Group's FESM Position: Q2 2026 in Review

Cornerstone Planning Group held its Fidelity Enhanced Small Cap Core ETF (FESM) position steady in Q2 2026 at 442 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Cornerstone Planning Group first reported a position in FESM in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.7K in Q3 2025. 169 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Cornerstone Planning Group held 442 shares of Fidelity Enhanced Small Cap Core ETF worth $20.8K as of Q2 2026.
Cornerstone Planning Group left its Fidelity Enhanced Small Cap Core ETF share count unchanged in Q2 2026.
Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #668 holding.
Cornerstone Planning Group first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
Cornerstone Planning Group's Fidelity Enhanced Small Cap Core ETF position peaked at $27.7K in Q3 2025.
169 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.