HAS
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HBW Advisory Services’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

HBW Advisory Services’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 		$679K Sell
14,056
-660
-4% -$29K 0.06% 264
2026
Q1 		$559K Buy
+14,716
New +$579K 0.06% 277

Other funds holding FESM

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

HBW Advisory Services's FESM Position: Q2 2026 in Review

HBW Advisory Services reduced its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 4.5% in Q2 2026, selling an estimated $29K and leaving 14,056 shares worth $679K. The position accounts for 0.06% of the portfolio, ranked #264.

HBW Advisory Services first reported a position in FESM in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • HBW Advisory Services held 14,056 shares of Fidelity Enhanced Small Cap Core ETF worth $679K as of Q2 2026.
  • HBW Advisory Services sold 660 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $29K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.06% of HBW Advisory Services's portfolio in Q2 2026, its #264 holding.
  • HBW Advisory Services first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.