Castleview Partners’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Castleview Partners’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	$903K	Buy	20,036 +185	+0.9%	+$8.12K	0.4%	56
2026 Q2	$869K	Sell	19,851 -46,942	-70%	-$2M	0.38%	58
2026 Q1	$2.5M	Buy	66,793 +8,542	+15%	+$341K	1.28%	16
2025 Q4	$2.43M	Sell	58,251 -6,209	-10%	-$258K	1.2%	17
2025 Q3	$2.65M	Sell	64,460 -27,543	-30%	-$1.07M	1.44%	17
2025 Q2	$3.41M	Buy	+92,003	New	+$3.07M	2.19%	6

Other funds holding FELG

IFA

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

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

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

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

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

SMAM

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

IIM

InTrack Investment Management South Burlington, Vermont $207M AUM 23.38% 1-Year Est. Return

IWC

Infinity Wealth Counsel Loveland, Ohio $124M AUM 7.66% 1-Year Est. Return

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

Castleview Partners's FELG Position: Q3 2026 in Review

Castleview Partners increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.93% in Q3 2026, buying an estimated $8.12K and bringing the position to 20,036 shares worth $903K. The position accounts for 0.4% of the portfolio, ranked #56.

Castleview Partners first reported a position in FELG in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.41M in Q2 2025. 42 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

Castleview Partners held 20,036 shares of Fidelity Enhanced Large Cap Growth ETF worth $903K as of Q3 2026.
Castleview Partners bought 185 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2026, an estimated $8.12K.
Fidelity Enhanced Large Cap Growth ETF made up 0.4% of Castleview Partners's portfolio in Q3 2026, its #56 holding.
Castleview Partners first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
Castleview Partners's Fidelity Enhanced Large Cap Growth ETF position peaked at $3.41M in Q2 2025.
42 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.