EWM
FBCG

Elevation Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Elevation Wealth Management’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 		$808K Buy
13,010
+1,275
+11% +$75.7K 0.6% 43
2026
Q1 		$588K Buy
11,735
+1,742
+17% +$92.7K 0.54% 50
2025
Q4 		$548K Buy
+9,993
New +$542K 0.53% 58

Other funds holding FBCG

Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
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
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM

Elevation Wealth Management's FBCG Position: Q2 2026 in Review

Elevation Wealth Management increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 11% in Q2 2026, buying an estimated $75.7K and bringing the position to 13,010 shares worth $808K. The position accounts for 0.6% of the portfolio, ranked #43.

Elevation Wealth Management first reported a position in FBCG in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Elevation Wealth Management held 13,010 shares of Fidelity Blue Chip Growth ETF worth $808K as of Q2 2026.
  • Elevation Wealth Management bought 1,275 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $75.7K.
  • Fidelity Blue Chip Growth ETF made up 0.6% of Elevation Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Elevation Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q4 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 Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.