Wealth Enhancement Advisory Services’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Wealth Enhancement Advisory 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	$6.41M	Buy	134,818 +122,200	+968%	+$5.37M	0.01%	868
2026 Q1	$487K	Sell	12,618 -10,948	-46%	-$431K	﹤0.01%	2340
2025 Q4	$925K	Buy	23,566 +3,377	+17%	+$126K	﹤0.01%	2013
2025 Q3	$740K	Buy	20,189 +1,577	+8%	+$54.2K	﹤0.01%	2065
2025 Q2	$613K	Buy	+18,612	New	+$553K	﹤0.01%	2075

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

Wealth Enhancement Advisory Services's FESM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 968% in Q2 2026, buying an estimated $5.37M and bringing the position to 134,818 shares worth $6.41M. The position accounts for 0.01% of the portfolio, ranked #868.

Wealth Enhancement Advisory 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.

Wealth Enhancement Advisory Services held 134,818 shares of Fidelity Enhanced Small Cap Core ETF worth $6.41M as of Q2 2026.
Wealth Enhancement Advisory Services bought 122,200 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $5.37M.
Fidelity Enhanced Small Cap Core ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #868 holding.
Wealth Enhancement Advisory 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.