Creative Planning’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Creative Planning’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	$4.03M	Sell	80,336 -21,903	-21%	-$1.17M	﹤0.01%	1353
2025 Q4	$5.61M	Sell	102,239 -47,894	-32%	-$2.6M	﹤0.01%	929
2025 Q3	$8.06M	Sell	150,133 -121,808	-45%	-$6.2M	0.01%	653
2025 Q2	$13.1M	Sell	271,941 -885,572	-77%	-$37.8M	0.01%	447
2025 Q1	$46.3M	Buy	+1,157,513	New	+$52.4M	0.04%	172
2022 Q4	–	Sell	-11,732	Closed	-$252K	–	2524
2022 Q3	$252K	Buy	11,732 +10,632	+967%	+$255K	﹤0.01%	1759
2022 Q2	$24K	Buy	+1,100	New	+$27.5K	﹤0.01%	2121

Other funds holding FBCG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

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

SWP

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

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

Creative Planning's FBCG Position: Q1 2026 in Review

Creative Planning reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 21% in Q1 2026, selling an estimated $1.17M and leaving 80,336 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Creative Planning first reported a position in FBCG in Q2 2022 and has held it in 7 quarters since. The position peaked at $46.3M in Q1 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Creative Planning held 80,336 shares of Fidelity Blue Chip Growth ETF worth $4.03M as of Q1 2026.
Creative Planning sold 21,903 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $1.17M.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1353 holding.
Creative Planning first reported a position in Fidelity Blue Chip Growth ETF in Q2 2022 and has held it in 7 quarters since.
Creative Planning's Fidelity Blue Chip Growth ETF position peaked at $46.3M in Q1 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.