CIBC Private Wealth Group
FELV icon

CIBC Private Wealth Group’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

CIBC Private Wealth Group’s Portfolio FELV Stock Details FELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$230K Sell
6,631
-103
-2% -$3.5K ﹤0.01% 1132
2025
Q3 		$226K Sell
6,734
-2,525
-27% -$82.3K ﹤0.01% 1132
2025
Q2 		$294K Buy
9,259
+29
+0.3% +$878 ﹤0.01% 984
2025
Q1 		$252K Buy
9,230
+28
+0.3% +$875 ﹤0.01% 1002
2024
Q4 		$282K Buy
9,202
+2,705
+42% +$85.3K ﹤0.01% 1035
2024
Q3 		$201K Buy
6,497
+530
+9% +$15.7K ﹤0.01% 1184
2024
Q2 		$170K Buy
5,967
+15
+0.3% +$427 ﹤0.01% 1183
2024
Q1 		$173K Buy
+5,952
New +$164K ﹤0.01% 1184

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIBC Private Wealth Group's FELV Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 1.5% in Q4 2025, selling an estimated $3.5K and leaving 6,631 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

CIBC Private Wealth Group first reported a position in FELV in Q1 2024 and has held it in 8 quarters since. The position peaked at $294K in Q2 2025. 148 funds tracked by Wall St. Rank hold FELV as of Q4 2025.

  • CIBC Private Wealth Group held 6,631 shares of Fidelity Enhanced Large Cap Value ETF worth $230K as of Q4 2025.
  • CIBC Private Wealth Group sold 103 Fidelity Enhanced Large Cap Value ETF shares in Q4 2025, an estimated $3.5K.
  • Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1132 holding.
  • CIBC Private Wealth Group first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Fidelity Enhanced Large Cap Value ETF position peaked at $294K in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.