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 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 $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Twin Peaks Wealth Advisors's FESM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q1 2026: 44 shares worth $1.67K. The stake represents ﹤0.01% of the portfolio and ranks #1765 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FESM as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FESM in Q2 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

Twin Peaks Wealth Advisors held 44 shares of Fidelity Enhanced Small Cap Core ETF worth $1.67K as of Q1 2026.
Fidelity Enhanced Small Cap Core ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1765 holding.
Twin Peaks Wealth Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 2 quarters since.
208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.