CWA
FBCG

Centerline Wealth Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Centerline Wealth Advisors’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 		$25.6M Sell
411,896
-29,556
-7% -$1.75M 8.02% 2
2026
Q1 		$22.1M Sell
441,452
-92,427
-17% -$4.92M 7.96% 2
2025
Q4 		$29.3M Buy
533,879
+122,527
+30% +$6.65M 10.6% 1
2025
Q3 		$22.1M Sell
411,352
-48,339
-11% -$2.46M 9.61% 2
2025
Q2 		$22.2M Buy
459,691
+73,148
+19% +$3.12M 10.88% 1
2025
Q1 		$15.5M Sell
386,543
-9,544
-2% -$432K 9.21% 3
2024
Q4 		$18.3M Buy
+396,087
New +$18M 10.75% 1

Other funds holding FBCG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 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
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CHIAL
Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM

Centerline Wealth Advisors's FBCG Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 6.7% in Q2 2026, selling an estimated $1.75M and leaving 411,896 shares worth $25.6M. The position accounts for 8.02% of the portfolio, ranked #2.

Centerline Wealth Advisors first reported a position in FBCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.3M in Q4 2025. 144 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Centerline Wealth Advisors held 411,896 shares of Fidelity Blue Chip Growth ETF worth $25.6M as of Q2 2026.
  • Centerline Wealth Advisors sold 29,556 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $1.75M.
  • Fidelity Blue Chip Growth ETF made up 8.02% of Centerline Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Centerline Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Centerline Wealth Advisors's Fidelity Blue Chip Growth ETF position peaked at $29.3M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.