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

Creative Planning’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	$1.83M	Sell	41,723 -7,833	-16%	-$334K	﹤0.01%	2166
2026 Q1	$1.86M	Sell	49,556 -11,118	-18%	-$443K	﹤0.01%	1954
2025 Q4	$2.53M	Buy	60,674 +12,274	+25%	+$510K	﹤0.01%	1530
2025 Q3	$1.99M	Buy	48,400 +5,752	+13%	+$223K	﹤0.01%	1553
2025 Q2	$1.58M	Buy	42,648 +405	+1%	+$13.5K	﹤0.01%	1501
2025 Q1	$1.33M	Buy	42,243 +653	+2%	+$22.6K	﹤0.01%	1494
2024 Q4	$1.47M	Buy	41,590 +19,362	+87%	+$671K	﹤0.01%	1348
2024 Q3	$738K	Buy	22,228 +328	+1%	+$10.5K	﹤0.01%	1771
2024 Q2	$706K	Buy	21,900 +10,601	+94%	+$319K	﹤0.01%	1664
2024 Q1	$334K	Sell	11,299 -1,223	-10%	-$34.3K	﹤0.01%	2162
2023 Q4	$328K	Buy	+12,522	New	+$322K	﹤0.01%	2023

Other funds holding FELG

VIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Creative Planning's FELG Position: Q2 2026 in Review

Creative Planning reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 16% in Q2 2026, selling an estimated $334K and leaving 41,723 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Creative Planning first reported a position in FELG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.53M in Q4 2025. 246 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Creative Planning held 41,723 shares of Fidelity Enhanced Large Cap Growth ETF worth $1.83M as of Q2 2026.
Creative Planning sold 7,833 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $334K.
Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2166 holding.
Creative Planning first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Creative Planning's Fidelity Enhanced Large Cap Growth ETF position peaked at $2.53M in Q4 2025.
246 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.