Avaii Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Avaii Wealth Management’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Sell	21,262 -32	-0.2%	-$1.9K	0.39%	39
2026 Q1	$1.07M	Buy	21,294 +964	+5%	+$51.3K	0.37%	37
2025 Q4	$1.11M	Buy	20,330 +309	+2%	+$16.8K	0.4%	33
2025 Q3	$1.07M	Hold	20,021	–	–	0.41%	33
2025 Q2	$966K	Buy	20,021 +5,259	+36%	+$224K	0.43%	30
2025 Q1	$590K	Buy	14,762 +142	+1%	+$6.42K	0.32%	46
2024 Q4	$676K	Buy	14,620 +17	+0.1%	+$771	0.33%	42
2024 Q3	$625K	Buy	14,603 +521	+4%	+$21.6K	0.32%	46
2024 Q2	$598K	Buy	14,082 +21	+0.1%	+$829	0.33%	52
2024 Q1	$541K	Buy	14,061 +543	+4%	+$19.6K	0.32%	57
2023 Q4	$450K	Buy	13,518 +329	+2%	+$10.1K	0.29%	81
2023 Q3	$382K	Sell	13,189 -70	-0.5%	-$2.11K	0.29%	82
2023 Q2	$394K	Buy	13,259 +403	+3%	+$10.8K	0.3%	80
2023 Q1	$327K	Buy	12,856 +817	+7%	+$19.3K	0.29%	84
2022 Q4	$254K	Buy	+12,039	New	+$265K	0.23%	104

Other funds holding FBCG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avaii Wealth Management's FBCG Position: Q2 2026 in Review

Avaii Wealth Management reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.15% in Q2 2026, selling an estimated $1.9K and leaving 21,262 shares worth $1.32M. The position accounts for 0.39% of the portfolio, ranked #39.

Avaii Wealth Management first reported a position in FBCG in Q4 2022 and has held it in 15 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Avaii Wealth Management held 21,262 shares of Fidelity Blue Chip Growth ETF worth $1.32M as of Q2 2026.
Avaii Wealth Management sold 32 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $1.9K.
Fidelity Blue Chip Growth ETF made up 0.39% of Avaii Wealth Management's portfolio in Q2 2026, its #39 holding.
Avaii Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q4 2022 and has held it in 15 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

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