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 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 $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Madison Wealth Partners's FESM Position: Q1 2026 in Review

Madison Wealth Partners reduced its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 0.47% in Q1 2026, selling an estimated $2.52K and leaving 13,445 shares worth $511K. The position accounts for 0.08% of the portfolio, ranked #112.

Madison Wealth Partners first reported a position in FESM in Q4 2024 and has held it in 6 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

Madison Wealth Partners held 13,445 shares of Fidelity Enhanced Small Cap Core ETF worth $511K as of Q1 2026.
Madison Wealth Partners sold 64 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $2.52K.
Fidelity Enhanced Small Cap Core ETF made up 0.08% of Madison Wealth Partners's portfolio in Q1 2026, its #112 holding.
Madison Wealth Partners first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2024 and has held it in 6 quarters since.
208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.