Madison Wealth Partners’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Madison Wealth Partners’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	$609K	Sell	12,609 -836	-6%	-$36.7K	0.08%	134
2026 Q1	$511K	Sell	13,445 -64	-0.5%	-$2.52K	0.08%	112
2025 Q4	$510K	Buy	13,509 +498	+4%	+$18.6K	0.09%	97
2025 Q3	$476K	Sell	13,011 -2,079	-14%	-$71.4K	0.09%	92
2025 Q2	$483K	Buy	15,090 +2,805	+23%	+$83.4K	0.11%	86
2025 Q1	$362K	Buy	12,285 +812	+7%	+$26K	0.09%	97
2024 Q4	$371K	Buy	+11,473	New	+$384K	0.1%	96

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Madison Wealth Partners's FESM Position: Q2 2026 in Review

Madison Wealth Partners reduced its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 6.2% in Q2 2026, selling an estimated $36.7K and leaving 12,609 shares worth $609K. The position accounts for 0.08% of the portfolio, ranked #134.

Madison Wealth Partners first reported a position in FESM in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Madison Wealth Partners held 12,609 shares of Fidelity Enhanced Small Cap Core ETF worth $609K as of Q2 2026.
Madison Wealth Partners sold 836 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $36.7K.
Fidelity Enhanced Small Cap Core ETF made up 0.08% of Madison Wealth Partners's portfolio in Q2 2026, its #134 holding.
Madison Wealth Partners first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.