Twin Peaks Wealth Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-44	Closed	-$1.67K	–	912
2026 Q1	$1.67K	Buy	+44	New	+$1.73K	﹤0.01%	1765
2025 Q3	–	Sell	-23	Closed	-$785	–	835
2025 Q2	$785	Buy	+23	New	+$684	﹤0.01%	1821

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

Twin Peaks Wealth Advisors's FESM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2026, closing a stake of 44 shares — an estimated $1.67K sold.

Twin Peaks Wealth Advisors first reported a position in FESM in Q2 2025 and held it in 2 quarters. The position peaked at $1.67K in Q1 2026. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 44 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $1.67K.
Twin Peaks Wealth Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Fidelity Enhanced Small Cap Core ETF position peaked at $1.67K in Q1 2026.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.