Elevation Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Elevation Wealth Management’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$788K	Buy	26,664 +12,018	+82%	+$383K	0.59%	47
2026 Q1	$498K	Buy	14,646 +792	+6%	+$23.6K	0.46%	59
2025 Q4	$343K	Buy	+13,854	New	+$342K	0.33%	83

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Elevation Wealth Management increased its Fidelity MSCI Energy Index ETF (FENY) stake by 82% in Q2 2026, buying an estimated $383K and bringing the position to 26,664 shares worth $788K. The position accounts for 0.59% of the portfolio, ranked #47.

Elevation Wealth Management first reported a position in FENY in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Elevation Wealth Management held 26,664 shares of Fidelity MSCI Energy Index ETF worth $788K as of Q2 2026.
Elevation Wealth Management bought 12,018 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $383K.
Fidelity MSCI Energy Index ETF made up 0.59% of Elevation Wealth Management's portfolio in Q2 2026, its #47 holding.
Elevation Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2025 and has held it in 3 quarters since.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.