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 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	$9.53M	Buy	+297,790	New	+$8.85M	0.21%	63

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

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

Sagespring Wealth Partners increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 0.84% in Q2 2026, buying an estimated $7.87K and bringing the position to 21,508 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #345.

Sagespring Wealth Partners first reported a position in FESM in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.2M in Q4 2025. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Sagespring Wealth Partners held 21,508 shares of Fidelity Enhanced Small Cap Core ETF worth $1.04M as of Q2 2026.
Sagespring Wealth Partners bought 179 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $7.87K.
Fidelity Enhanced Small Cap Core ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #345 holding.
Sagespring Wealth Partners first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
Sagespring Wealth Partners's Fidelity Enhanced Small Cap Core ETF position peaked at $12.2M in Q4 2025.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.