U.S. Capital Wealth Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

U.S. Capital 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
2025 Q2	–	Sell	-9,835	Closed	-$290K	–	904
2025 Q1	$290K	Buy	+9,835	New	+$315K	0.01%	707

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LHC

Little House Capital Braintree, Massachusetts $387M AUM 27.85% 1-Year Est. Return

PCIA

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

SIAS

Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

U.S. Capital Wealth Advisors's FESM Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2025, closing a stake of 9,835 shares — an estimated $290K sold.

U.S. Capital Wealth Advisors first reported a position in FESM in Q1 2025 and held it in 1 quarter. The position peaked at $290K in Q1 2025. 119 funds tracked by Wall St. Rank hold FESM as of Q2 2025.

U.S. Capital Wealth Advisors reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q2 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 9,835 Fidelity Enhanced Small Cap Core ETF shares in Q2 2025, an estimated $290K.
U.S. Capital Wealth Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2025 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Fidelity Enhanced Small Cap Core ETF position peaked at $290K in Q1 2025.
119 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.