Curtis Advisory Group’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.92M Buy
60,402
+49,711
+465% +$2.19M 0.57% 39
2026
Q1
$406K Buy
10,691
+782
+8% +$30.8K 0.09% 97
2025
Q4
$374K Buy
+9,909
New +$370K 0.08% 97

Other funds holding FESM

Curtis Advisory Group's FESM Position: Q2 2026 in Review

Curtis Advisory Group increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 465% in Q2 2026, buying an estimated $2.19M and bringing the position to 60,402 shares worth $2.92M. The position accounts for 0.57% of the portfolio, ranked #39.

Curtis Advisory Group first reported a position in FESM in Q4 2025 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Curtis Advisory Group held 60,402 shares of Fidelity Enhanced Small Cap Core ETF worth $2.92M as of Q2 2026.
  • Curtis Advisory Group bought 49,711 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $2.19M.
  • Fidelity Enhanced Small Cap Core ETF made up 0.57% of Curtis Advisory Group's portfolio in Q2 2026, its #39 holding.
  • Curtis Advisory Group first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2025 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

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