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 Q3	$7.63M	Sell	257,080 -34,782	-12%	-$1.04M	1.1%	24
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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Advisory Resource Group's FYEE Position: Q3 2026 in Review

Advisory Resource Group reduced its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 12% in Q3 2026, selling an estimated $1.04M and leaving 257,080 shares worth $7.63M. The position accounts for 1.1% of the portfolio, ranked #24.

Advisory Resource Group first reported a position in FYEE in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.43M in Q2 2026. 23 funds tracked by Wall St. Rank hold FYEE as of Q3 2026.

Advisory Resource Group held 257,080 shares of Fidelity Yield Enhanced Equity ETF worth $7.63M as of Q3 2026.
Advisory Resource Group sold 34,782 Fidelity Yield Enhanced Equity ETF shares in Q3 2026, an estimated $1.04M.
Fidelity Yield Enhanced Equity ETF made up 1.1% of Advisory Resource Group's portfolio in Q3 2026, its #24 holding.
Advisory Resource Group first reported a position in Fidelity Yield Enhanced Equity ETF in Q3 2025 and has held it in 5 quarters since.
Advisory Resource Group's Fidelity Yield Enhanced Equity ETF position peaked at $8.43M in Q2 2026.
23 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q3 2026.

Based on Advisory Resource Group's 13F filing for Q3 2026, filed 26 Oct 2026.