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 Q3	$6.55M	Buy	144,838 +10,020	+7%	+$472K	0.01%	938
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 $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's FESM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 7.4% in Q3 2026, buying an estimated $472K and bringing the position to 144,838 shares worth $6.55M. The position accounts for 0.01% of the portfolio, ranked #938.

Wealth Enhancement Advisory Services first reported a position in FESM in Q2 2025 and has held it in 6 quarters since. 198 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

Wealth Enhancement Advisory Services held 144,838 shares of Fidelity Enhanced Small Cap Core ETF worth $6.55M as of Q3 2026.
Wealth Enhancement Advisory Services bought 10,020 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $472K.
Fidelity Enhanced Small Cap Core ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #938 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2025 and has held it in 6 quarters since.
198 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.