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

Creative 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 Q1	$267K	Buy	+7,036	New	+$277K	﹤0.01%	3508

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Planning's FESM Position: Q1 2026 in Review

Creative Planning opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q1 2026: 7,036 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #3508 among its holdings.

208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

Creative Planning held 7,036 shares of Fidelity Enhanced Small Cap Core ETF worth $267K as of Q1 2026.
Fidelity Enhanced Small Cap Core ETF was a new Creative Planning position in Q1 2026.
Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3508 holding.
208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.