Beacon Investment Advisory Services’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Beacon Investment Advisory Services’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 Q3	–	Sell	-9,763	Closed	-$427K	–	827
2026 Q2	$427K	Sell	9,763 -258	-3%	-$11K	0.02%	196
2026 Q1	$376K	Hold	10,021	–	–	0.02%	202
2025 Q4	$418K	Hold	10,021	–	–	0.02%	191
2025 Q3	$412K	Hold	10,021	–	–	0.02%	190
2025 Q2	$371K	Hold	10,021	–	–	0.02%	195
2025 Q1	$316K	Hold	10,021	–	–	0.01%	199
2024 Q4	$354K	Hold	10,021	–	–	0.02%	194
2024 Q3	$332K	Hold	10,021	–	–	0.01%	211
2024 Q2	$323K	Hold	10,021	–	–	0.01%	212
2024 Q1	$296K	Hold	10,021	–	–	0.01%	227
2023 Q4	$263K	Buy	+10,021	New	+$257K	0.01%	235

Other funds holding FELG

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services's FELG Position: Q3 2026 in Review

Beacon Investment Advisory Services sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q3 2026, closing a stake of 9,763 shares — an estimated $427K sold.

Beacon Investment Advisory Services first reported a position in FELG in Q4 2023 and held it in 11 quarters. The position peaked at $427K in Q2 2026. 18 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

Beacon Investment Advisory Services reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
Beacon Investment Advisory Services sold 9,763 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2026, an estimated $427K.
Beacon Investment Advisory Services first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and held it in 11 quarters.
Beacon Investment Advisory Services's Fidelity Enhanced Large Cap Growth ETF position peaked at $427K in Q2 2026.
18 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.