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 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 $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avaii Wealth Management's FBCG Position: Q1 2026 in Review

Avaii Wealth Management increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 4.7% in Q1 2026, buying an estimated $51.3K and bringing the position to 21,294 shares worth $1.07M. The position accounts for 0.37% of the portfolio, ranked #37.

Avaii Wealth Management first reported a position in FBCG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Avaii Wealth Management held 21,294 shares of Fidelity Blue Chip Growth ETF worth $1.07M as of Q1 2026.
Avaii Wealth Management bought 964 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $51.3K.
Fidelity Blue Chip Growth ETF made up 0.37% of Avaii Wealth Management's portfolio in Q1 2026, its #37 holding.
Avaii Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q4 2022 and has held it in 14 quarters since.
Avaii Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $1.11M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.