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Summit Wealth Group (Colorado)’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Summit Wealth Group (Colorado)’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 		$202K Buy
+4,190
New +$184K 0.02% 387
2026
Q1 		– Sell
-7,967
Closed -$301K – 342
2025
Q4 		$301K Buy
+7,967
New +$297K 0.04% 211
2025
Q3 		– Sell
-8,418
Closed -$269K – 331
2025
Q2 		$269K Buy
+8,418
New +$250K 0.07% 194

Other funds holding FESM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FESM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2026: 4,190 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #387 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in FESM as recently as Q4 2025.

Summit Wealth Group (Colorado) first reported a position in FESM in Q2 2025 and has held it in 3 quarters since. The position peaked at $301K in Q4 2025. 102 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,190 shares of Fidelity Enhanced Small Cap Core ETF worth $202K as of Q2 2026.
  • Fidelity Enhanced Small Cap Core ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • Fidelity Enhanced Small Cap Core ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #387 holding.
  • Summit Wealth Group (Colorado) first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Fidelity Enhanced Small Cap Core ETF position peaked at $301K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.