BIG
FBCG

Brookwood Investment Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Brookwood Investment Group’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 		$325K Sell
5,238
-897
-15% -$53.3K 0.04% 386
2026
Q1 		$307K Buy
+6,135
New +$326K 0.04% 394

Other funds holding FBCG

SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GFG
GR Financial Group Tucson, Arizona $736M AUM 17.88% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Brookwood Investment Group's FBCG Position: Q2 2026 in Review

Brookwood Investment Group reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 15% in Q2 2026, selling an estimated $53.3K and leaving 5,238 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #386.

Brookwood Investment Group first reported a position in FBCG in Q1 2026 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Brookwood Investment Group held 5,238 shares of Fidelity Blue Chip Growth ETF worth $325K as of Q2 2026.
  • Brookwood Investment Group sold 897 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $53.3K.
  • Fidelity Blue Chip Growth ETF made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #386 holding.
  • Brookwood Investment Group first reported a position in Fidelity Blue Chip Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.