Advisory Resource Group’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Advisory Resource Group’s Portfolio FYEE Stock Details FYEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.43M	Buy	291,862 +8,550	+3%	+$247K	1.27%	18
2026 Q1	$7.69M	Buy	283,312 +8,203	+3%	+$235K	1.32%	15
2025 Q4	$7.89M	Buy	275,109 +3,161	+1%	+$90.1K	1.39%	13
2025 Q3	$7.63M	Buy	+271,948	New	+$7.38M	1.37%	14

Other funds holding FYEE

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Hixon Zuercher Findlay, Ohio $341M AUM 26.01% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Advisory Resource Group's FYEE Position: Q2 2026 in Review

Advisory Resource Group increased its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 3% in Q2 2026, buying an estimated $247K and bringing the position to 291,862 shares worth $8.43M. The position accounts for 1.27% of the portfolio, ranked #18.

Advisory Resource Group first reported a position in FYEE in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold FYEE as of Q2 2026.

Advisory Resource Group held 291,862 shares of Fidelity Yield Enhanced Equity ETF worth $8.43M as of Q2 2026.
Advisory Resource Group bought 8,550 Fidelity Yield Enhanced Equity ETF shares in Q2 2026, an estimated $247K.
Fidelity Yield Enhanced Equity ETF made up 1.27% of Advisory Resource Group's portfolio in Q2 2026, its #18 holding.
Advisory Resource Group first reported a position in Fidelity Yield Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
19 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.