Advyzon Investment Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Advyzon Investment Management’s Portfolio FELG Stock Details FELG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$505K	Hold	11,552	–	–	0.04%	473
2026 Q1	$433K	Hold	11,552	–	–	0.04%	444
2025 Q4	$482K	Buy	11,552 +361	+3%	+$15K	0.06%	331
2025 Q3	$460K	Sell	11,191 -1,091	-9%	-$42.4K	0.08%	238
2025 Q2	$455K	Buy	+12,282	New	+$410K	0.1%	193

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advyzon Investment Management's FELG Position: Q2 2026 in Review

Advyzon Investment Management held its Fidelity Enhanced Large Cap Growth ETF (FELG) position steady in Q2 2026 at 11,552 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #473.

Advyzon Investment Management first reported a position in FELG in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Advyzon Investment Management held 11,552 shares of Fidelity Enhanced Large Cap Growth ETF worth $505K as of Q2 2026.
Advyzon Investment Management left its Fidelity Enhanced Large Cap Growth ETF share count unchanged in Q2 2026.
Fidelity Enhanced Large Cap Growth ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #473 holding.
Advyzon Investment Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.