Concurrent Investment Advisors’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.94M	Buy	240,180 +3,898	+2%	+$113K	0.06%	348
2026 Q1	$6.41M	Buy	236,282 +1,946	+0.8%	+$55.7K	0.07%	300
2025 Q4	$6.72M	Buy	+234,336	New	+$6.68M	0.08%	270

Other funds holding FYEE

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

TGAM

TBH Global Asset Management Brentwood, Tennessee $546M AUM 26.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Concurrent Investment Advisors's FYEE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 1.6% in Q2 2026, buying an estimated $113K and bringing the position to 240,180 shares worth $6.94M. The position accounts for 0.06% of the portfolio, ranked #348.

Concurrent Investment Advisors first reported a position in FYEE in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold FYEE as of Q2 2026.

Concurrent Investment Advisors held 240,180 shares of Fidelity Yield Enhanced Equity ETF worth $6.94M as of Q2 2026.
Concurrent Investment Advisors bought 3,898 Fidelity Yield Enhanced Equity ETF shares in Q2 2026, an estimated $113K.
Fidelity Yield Enhanced Equity ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #348 holding.
Concurrent Investment Advisors first reported a position in Fidelity Yield Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
53 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.