Sowell Financial Services’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Sowell Financial Services’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	$2.51M	Buy	52,046 +12,447	+31%	+$547K	0.08%	255
2026 Q1	$1.5M	Buy	39,599 +7,150	+22%	+$281K	0.06%	364
2025 Q4	$1.23M	Buy	32,449 +6,831	+27%	+$255K	0.05%	386
2025 Q3	$937K	Buy	25,618 +9,247	+56%	+$318K	0.04%	444
2025 Q2	$524K	Buy	+16,371	New	+$487K	0.02%	596

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

Sowell Financial Services's FESM Position: Q2 2026 in Review

Sowell Financial Services increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 31% in Q2 2026, buying an estimated $547K and bringing the position to 52,046 shares worth $2.51M. The position accounts for 0.08% of the portfolio, ranked #255.

Sowell Financial Services first reported a position in FESM in Q2 2025 and has held it in 5 quarters since. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Sowell Financial Services held 52,046 shares of Fidelity Enhanced Small Cap Core ETF worth $2.51M as of Q2 2026.
Sowell Financial Services bought 12,447 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $547K.
Fidelity Enhanced Small Cap Core ETF made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #255 holding.
Sowell Financial Services first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.