Carson Wealth (CWM LLC)’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$10.3M	Buy	274,425 +31,386	+13%	+$1.25M	0.03%	550
2025 Q4	$10.1M	Buy	243,039 +240,253	+8,624%	+$9.99M	0.03%	525
2025 Q3	$115K	Buy	2,786 +461	+20%	+$17.9K	﹤0.01%	2866
2025 Q2	$86K	Buy	+2,325	New	+$77.6K	﹤0.01%	2849
2025 Q1	–	Sell	-4,702	Closed	-$166K	–	5096
2024 Q4	$166K	Buy	+4,702	New	+$163K	﹤0.01%	1953
2024 Q1	–	Sell	-12,346	Closed	-$324K	–	4451
2023 Q4	$324K	Buy	+12,346	New	+$317K	﹤0.01%	1222

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

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

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

Carson Wealth (CWM LLC)'s FELG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 13% in Q1 2026, buying an estimated $1.25M and bringing the position to 274,425 shares worth $10.3M. The position accounts for 0.03% of the portfolio, ranked #550.

Carson Wealth (CWM LLC) first reported a position in FELG in Q4 2023 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Carson Wealth (CWM LLC) held 274,425 shares of Fidelity Enhanced Large Cap Growth ETF worth $10.3M as of Q1 2026.
Carson Wealth (CWM LLC) bought 31,386 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $1.25M.
Fidelity Enhanced Large Cap Growth ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #550 holding.
Carson Wealth (CWM LLC) first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 6 quarters since.
221 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.