Concurrent Investment Advisors’s Fidelity Enhanced U.S. All-Cap Equity ETF FEAC Stock Holding History

Concurrent Investment Advisors’s Portfolio FEAC Stock Details FEAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-688,161	Closed	-$22.3M	–	2537
2026 Q2	$22.3M	Buy	+688,161	New	+$21.4M	0.19%	108

Other funds holding FEAC

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's FEAC Position: Q3 2026 in Review

Concurrent Investment Advisors sold out of Fidelity Enhanced U.S. All-Cap Equity ETF (FEAC) in Q3 2026, closing a stake of 688,161 shares — an estimated $22.3M sold.

Concurrent Investment Advisors first reported a position in FEAC in Q2 2026 and held it in 1 quarter. The position peaked at $22.3M in Q2 2026. 4 funds tracked by Wall St. Rank hold FEAC as of Q3 2026.

Concurrent Investment Advisors reported no remaining Fidelity Enhanced U.S. All-Cap Equity ETF position as of Q3 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 688,161 Fidelity Enhanced U.S. All-Cap Equity ETF shares in Q3 2026, an estimated $22.3M.
Concurrent Investment Advisors first reported a position in Fidelity Enhanced U.S. All-Cap Equity ETF in Q2 2026 and held it in 1 quarter.
Concurrent Investment Advisors's Fidelity Enhanced U.S. All-Cap Equity ETF position peaked at $22.3M in Q2 2026.
4 funds tracked by Wall St. Rank held Fidelity Enhanced U.S. All-Cap Equity ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.