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Curi RMB Capital’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Curi RMB Capital’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
Q1 		$262K Buy
+6,992
New +$279K ﹤0.01% 755
2025
Q3 		– Sell
-5,822
Closed -$216K – 716
2025
Q2 		$216K Buy
+5,822
New +$194K ﹤0.01% 640

Other funds holding FELG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Curi RMB Capital's FELG Position: Q1 2026 in Review

Curi RMB Capital opened a new position in Fidelity Enhanced Large Cap Growth ETF (FELG) in Q1 2026: 6,992 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #755 among its holdings. This is a return to the name: Curi RMB Capital previously reported a position in FELG as recently as Q2 2025.

Curi RMB Capital first reported a position in FELG in Q2 2025 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

  • Curi RMB Capital held 6,992 shares of Fidelity Enhanced Large Cap Growth ETF worth $262K as of Q1 2026.
  • Fidelity Enhanced Large Cap Growth ETF was a new Curi RMB Capital position in Q1 2026.
  • Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q1 2026, its #755 holding.
  • Curi RMB Capital first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.