Cornerstone Planning Group’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.1K	Hold	1,043	–	–	0.01%	427
2026 Q1	$44.5K	Sell	1,043 -39	-4%	-$1.55K	0.01%	428
2025 Q4	$44.9K	Hold	1,082	–	–	0.01%	379
2025 Q3	$45.9K	Hold	1,082	–	–	0.01%	364
2025 Q2	$41.1K	Hold	1,082	–	–	0.01%	276
2025 Q1	$33K	Hold	1,082	–	–	0.01%	312
2024 Q4	$38.3K	Buy	+1,082	New	+$37.5K	0.01%	216

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

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

Cornerstone Planning Group held its Fidelity Enhanced Large Cap Growth ETF (FELG) position steady in Q2 2026 at 1,043 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #427.

Cornerstone Planning Group first reported a position in FELG in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.9K in Q3 2025. 145 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Cornerstone Planning Group held 1,043 shares of Fidelity Enhanced Large Cap Growth ETF worth $45.1K as of Q2 2026.
Cornerstone Planning Group left its Fidelity Enhanced Large Cap Growth ETF share count unchanged in Q2 2026.
Fidelity Enhanced Large Cap Growth ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #427 holding.
Cornerstone Planning Group first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Cornerstone Planning Group's Fidelity Enhanced Large Cap Growth ETF position peaked at $45.9K in Q3 2025.
145 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

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