CBIZ Investment Advisory Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

CBIZ Investment Advisory Services’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 Q1	$12K	Hold	240	–	–	﹤0.01%	151
2025 Q4	$13.2K	Hold	240	–	–	﹤0.01%	336
2025 Q3	$12.9K	Buy	+240	New	+$12.2K	﹤0.01%	312

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CBIZ Investment Advisory Services's FBCG Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q1 2026 at 240 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

CBIZ Investment Advisory Services first reported a position in FBCG in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.2K in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

CBIZ Investment Advisory Services held 240 shares of Fidelity Blue Chip Growth ETF worth $12K as of Q1 2026.
CBIZ Investment Advisory Services left its Fidelity Blue Chip Growth ETF share count unchanged in Q1 2026.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #151 holding.
CBIZ Investment Advisory Services first reported a position in Fidelity Blue Chip Growth ETF in Q3 2025 and has held it in 3 quarters since.
CBIZ Investment Advisory Services's Fidelity Blue Chip Growth ETF position peaked at $13.2K in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.