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

Sagespring 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 Q3	$965K	Sell	21,478 -30	-0.1%	-$1.41K	0.01%	374
2026 Q2	$1.04M	Buy	21,508 +179	+0.8%	+$7.87K	0.02%	345
2026 Q1	$810K	Sell	21,329 -302,291	-93%	-$11.9M	0.01%	378
2025 Q4	$12.2M	Buy	323,620 +9,537	+3%	+$356K	0.22%	65
2025 Q3	$11.5M	Buy	314,083 +16,293	+5%	+$560K	0.22%	62
2025 Q2	$9.5M	Buy	+297,790	New	+$8.85M	0.21%	63

Other funds holding FESM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Sagespring Wealth Partners's FESM Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 0.14% in Q3 2026, selling an estimated $1.41K and leaving 21,478 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #374.

Sagespring Wealth Partners first reported a position in FESM in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.2M in Q4 2025. 170 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

Sagespring Wealth Partners held 21,478 shares of Fidelity Enhanced Small Cap Core ETF worth $965K as of Q3 2026.
Sagespring Wealth Partners sold 30 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $1.41K.
Fidelity Enhanced Small Cap Core ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #374 holding.
Sagespring Wealth Partners first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 6 quarters since.
Sagespring Wealth Partners's Fidelity Enhanced Small Cap Core ETF position peaked at $12.2M in Q4 2025.
170 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.