Diversify Wealth Management’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Diversify Wealth Management’s Portfolio FYEE Stock Details FYEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.59M	Buy	+53,037	New	+$1.58M	0.02%	511

Other funds holding FYEE

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Wealth Management's FYEE Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Fidelity Yield Enhanced Equity ETF (FYEE) in Q3 2026: 53,037 shares worth $1.59M. The stake represents 0.02% of the portfolio and ranks #511 among its holdings.

17 funds tracked by Wall St. Rank hold FYEE as of Q3 2026.

Diversify Wealth Management held 53,037 shares of Fidelity Yield Enhanced Equity ETF worth $1.59M as of Q3 2026.
Fidelity Yield Enhanced Equity ETF was a new Diversify Wealth Management position in Q3 2026.
Fidelity Yield Enhanced Equity ETF made up 0.02% of Diversify Wealth Management's portfolio in Q3 2026, its #511 holding.
17 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.