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Clarity Asset Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Clarity Asset Management’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
2026
Q2 		– Sell
-5,414
Closed -$189K – 128
2026
Q1 		$189K Sell
5,414
-12,689
-70% -$454K 0.1% 70
2025
Q4 		$627K Buy
18,103
+524
+3% +$17.8K 0.35% 22
2025
Q3 		$589K Buy
17,579
+2,552
+17% +$83.1K 0.33% 22
2025
Q2 		$477K Buy
15,027
+13
+0.1% +$393 0.28% 24
2025
Q1 		$462K Buy
+15,014
New +$469K 0.3% 24

Other funds holding FELV

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
PWCM
Processus Wealth & Capital Management Brentwood, Tennessee $169M AUM 42.56% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

Clarity Asset Management's FELV Position: Q2 2026 in Review

Clarity Asset Management sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q2 2026, closing a stake of 5,414 shares — an estimated $189K sold.

Clarity Asset Management first reported a position in FELV in Q1 2025 and held it in 5 quarters. The position peaked at $627K in Q4 2025. 52 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

  • Clarity Asset Management reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 5,414 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $189K.
  • Clarity Asset Management first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2025 and held it in 5 quarters.
  • Clarity Asset Management's Fidelity Enhanced Large Cap Value ETF position peaked at $627K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.