Clear Creek Financial Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Clear Creek Financial Management’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	$5.23M	Buy	104,316 +38,718	+59%	+$2.06M	0.4%	61
2025 Q4	$3.6M	Buy	65,598 +5,860	+10%	+$318K	0.29%	74
2025 Q3	$3.21M	Buy	59,738 +4,005	+7%	+$204K	0.28%	82
2025 Q2	$2.69M	Buy	55,733 +5,560	+11%	+$237K	0.26%	88
2025 Q1	$2.01M	Buy	50,173 +2,695	+6%	+$122K	0.21%	104
2024 Q4	$2.2M	Buy	47,478 +898	+2%	+$40.7K	0.24%	95
2024 Q3	$1.99M	Buy	46,580 +2,112	+5%	+$87.4K	0.23%	97
2024 Q2	$1.89M	Buy	44,468 +3,807	+9%	+$150K	0.23%	88
2024 Q1	$1.56M	Buy	+40,661	New	+$1.47M	0.2%	102

Other funds holding FBCG

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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

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