AWM
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Abound Wealth Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Abound Wealth Management’s Portfolio FELC Stock Details FELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4K Buy
344
+13
+4% +$527 ﹤0.01% 419
2026
Q1 		$12K Buy
+331
New +$12.6K ﹤0.01% 501

Other funds holding FELC

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Abound Wealth Management's FELC Position: Q2 2026 in Review

Abound Wealth Management increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 3.9% in Q2 2026, buying an estimated $527 and bringing the position to 344 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Abound Wealth Management first reported a position in FELC in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Abound Wealth Management held 344 shares of Fidelity Enhanced Large Cap Core ETF worth $14.4K as of Q2 2026.
  • Abound Wealth Management bought 13 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $527.
  • Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #419 holding.
  • Abound Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.