MKA
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M. Kulyk & Associates’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

M. Kulyk & Associates’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 		$447K Buy
9,247
+535
+6% +$23.5K 0.07% 80
2026
Q1 		$331K Buy
8,712
+2,903
+50% +$114K 0.06% 91
2025
Q4 		$219K Buy
+5,809
New +$217K 0.04% 100

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

M. Kulyk & Associates's FESM Position: Q2 2026 in Review

M. Kulyk & Associates increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 6.1% in Q2 2026, buying an estimated $23.5K and bringing the position to 9,247 shares worth $447K. The position accounts for 0.07% of the portfolio, ranked #80.

M. Kulyk & Associates 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.

  • M. Kulyk & Associates held 9,247 shares of Fidelity Enhanced Small Cap Core ETF worth $447K as of Q2 2026.
  • M. Kulyk & Associates bought 535 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $23.5K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.07% of M. Kulyk & Associates's portfolio in Q2 2026, its #80 holding.
  • M. Kulyk & Associates 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 M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.