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Principal Securities’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Principal Securities’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 		$1.78M Buy
36,960
+11,422
+45% +$502K 0.02% 593
2026
Q1 		$970K Sell
25,538
-1,908
-7% -$75.1K 0.01% 736
2025
Q4 		$1.04M Buy
27,446
+4,926
+22% +$184K 0.02% 685
2025
Q3 		$823K Buy
22,520
+897
+4% +$30.8K 0.01% 730
2025
Q2 		$692K Buy
21,623
+19,996
+1,229% +$594K 0.01% 730
2025
Q1 		$52.6K Hold
1,627
– – ﹤0.01% 1739
2024
Q4 		$52.6K Buy
1,627
+1,100
+209% +$36.8K ﹤0.01% 1738
2024
Q3 		$16.9K Buy
527
+450
+584% +$13.9K ﹤0.01% 2204
2024
Q2 		$2.23K Sell
77
-2
-3% -$58 ﹤0.01% 2885
2024
Q1 		$2.39K Sell
79
-60
-43% -$1.71K ﹤0.01% 2832
2023
Q4 		$3.92K Buy
+139
New +$3.67K ﹤0.01% 2621

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

Principal Securities's FESM Position: Q2 2026 in Review

Principal Securities increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 45% in Q2 2026, buying an estimated $502K and bringing the position to 36,960 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #593.

Principal Securities first reported a position in FESM in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Principal Securities held 36,960 shares of Fidelity Enhanced Small Cap Core ETF worth $1.78M as of Q2 2026.
  • Principal Securities bought 11,422 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $502K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #593 holding.
  • Principal Securities first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
  • 256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.