Cornerstone Planning Group’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Cornerstone Planning Group’s Portfolio FELC Stock Details FELC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62.8K	Buy	+1,482	New	+$60.1K	0.01%	350

Other funds holding FELC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Cornerstone Planning Group's FELC Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2026: 1,482 shares worth $62.8K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings.

264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

Cornerstone Planning Group held 1,482 shares of Fidelity Enhanced Large Cap Core ETF worth $62.8K as of Q2 2026.
Fidelity Enhanced Large Cap Core ETF was a new Cornerstone Planning Group position in Q2 2026.
Fidelity Enhanced Large Cap Core ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #350 holding.
264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.