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 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $386M AUM 18.64% 1-Year Est. Return

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

Castleview Partners's FELG Position: Q2 2026 in Review

Castleview Partners reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 70% in Q2 2026, selling an estimated $2M and leaving 19,851 shares worth $869K. The position accounts for 0.38% of the portfolio, ranked #58.

Castleview Partners first reported a position in FELG in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.41M in Q2 2025. 246 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Castleview Partners held 19,851 shares of Fidelity Enhanced Large Cap Growth ETF worth $869K as of Q2 2026.
Castleview Partners sold 46,942 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $2M.
Fidelity Enhanced Large Cap Growth ETF made up 0.38% of Castleview Partners's portfolio in Q2 2026, its #58 holding.
Castleview Partners first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Castleview Partners's Fidelity Enhanced Large Cap Growth ETF position peaked at $3.41M in Q2 2025.
246 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.