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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.36M Buy
21,272
+10
+0% +$616 0.39% 38
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

Avaii Wealth Management's FBCG Position: Q3 2026 in Review

Avaii Wealth Management increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.05% in Q3 2026, buying an estimated $616 and bringing the position to 21,272 shares worth $1.36M. The position accounts for 0.39% of the portfolio, ranked #38.

Avaii Wealth Management first reported a position in FBCG in Q4 2022 and has held it in 16 quarters since. 309 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

  • Avaii Wealth Management held 21,272 shares of Fidelity Blue Chip Growth ETF worth $1.36M as of Q3 2026.
  • Avaii Wealth Management bought 10 Fidelity Blue Chip Growth ETF shares in Q3 2026, an estimated $616.
  • Fidelity Blue Chip Growth ETF made up 0.39% of Avaii Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Avaii Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 309 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.