Abound Wealth Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Abound Wealth Management’s Portfolio FELV Stock Details FELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13K	Buy	325 +1	+0.3%	+$38	﹤0.01%	432
2026 Q1	$11.3K	Hold	324	–	–	﹤0.01%	517
2025 Q4	$11.2K	Hold	324	–	–	﹤0.01%	484
2025 Q3	$10.9K	Hold	324	–	–	﹤0.01%	474
2025 Q2	$10.3K	Buy	324 +259	+398%	+$7.84K	﹤0.01%	439
2025 Q1	$2.01K	Buy	+65	New	+$2.03K	﹤0.01%	702

Other funds holding FELV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Abound Wealth Management increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 0.31% in Q2 2026, buying an estimated $38 and bringing the position to 325 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Abound Wealth Management first reported a position in FELV in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Abound Wealth Management held 325 shares of Fidelity Enhanced Large Cap Value ETF worth $13K as of Q2 2026.
Abound Wealth Management bought 1 Fidelity Enhanced Large Cap Value ETF share in Q2 2026, an estimated $38.
Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #432 holding.
Abound Wealth Management first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
185 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

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