Elevation Capital Advisory’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Elevation Capital Advisory’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 Q2	$1.34M	Buy	+21,638	New	+$1.28M	0.52%	39
2026 Q1	–	Sell	-13,221	Closed	-$725K	–	69
2025 Q4	$725K	Buy	13,221 +5,750	+77%	+$312K	0.3%	56
2025 Q3	$401K	Buy	+7,471	New	+$380K	0.16%	54

Other funds holding FBCG

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

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $241M AUM

Elevation Capital Advisory's FBCG Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q2 2026: 21,638 shares worth $1.34M. The stake represents 0.52% of the portfolio and ranks #39 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in FBCG as recently as Q4 2025.

Elevation Capital Advisory first reported a position in FBCG in Q3 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Elevation Capital Advisory held 21,638 shares of Fidelity Blue Chip Growth ETF worth $1.34M as of Q2 2026.
Fidelity Blue Chip Growth ETF was a new Elevation Capital Advisory position in Q2 2026.
Fidelity Blue Chip Growth ETF made up 0.52% of Elevation Capital Advisory's portfolio in Q2 2026, its #39 holding.
Elevation Capital Advisory first reported a position in Fidelity Blue Chip Growth ETF in Q3 2025 and has held it in 3 quarters since.
145 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.