SageView Advisory Group’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

SageView Advisory Group’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	$266K	Hold	5,500	–	–	0.01%	531
2026 Q1	$209K	Hold	5,500	–	–	0.01%	563
2025 Q4	$208K	Hold	5,500	–	–	0.01%	589
2025 Q3	$201K	Buy	+5,500	New	+$189K	0.01%	629

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

SageView Advisory Group's FESM Position: Q2 2026 in Review

SageView Advisory Group held its Fidelity Enhanced Small Cap Core ETF (FESM) position steady in Q2 2026 at 5,500 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #531.

SageView Advisory Group first reported a position in FESM in Q3 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

SageView Advisory Group held 5,500 shares of Fidelity Enhanced Small Cap Core ETF worth $266K as of Q2 2026.
SageView Advisory Group left its Fidelity Enhanced Small Cap Core ETF share count unchanged in Q2 2026.
Fidelity Enhanced Small Cap Core ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #531 holding.
SageView Advisory Group first reported a position in Fidelity Enhanced Small Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.