IFG
FESM icon

Independent Financial Group’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Independent Financial 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 		$280K Buy
+5,790
New +$255K 0.01% 1285

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Financial Group's FESM Position: Q2 2026 in Review

Independent Financial Group opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2026: 5,790 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #1285 among its holdings.

256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Independent Financial Group held 5,790 shares of Fidelity Enhanced Small Cap Core ETF worth $280K as of Q2 2026.
  • Fidelity Enhanced Small Cap Core ETF was a new Independent Financial Group position in Q2 2026.
  • Fidelity Enhanced Small Cap Core ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1285 holding.
  • 256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.