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Elevation Wealth Partners’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Elevation Wealth Partners’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
Q3 		$158K Buy
3,507
+3
+0.1% +$132 0.04% 164
2026
Q2 		$153K Buy
+3,504
New +$149K 0.05% 158

Other funds holding FELG

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's FELG Position: Q3 2026 in Review

Elevation Wealth Partners increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.09% in Q3 2026, buying an estimated $132 and bringing the position to 3,507 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #164.

Elevation Wealth Partners first reported a position in FELG in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

  • Elevation Wealth Partners held 3,507 shares of Fidelity Enhanced Large Cap Growth ETF worth $158K as of Q3 2026.
  • Elevation Wealth Partners bought 3 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2026, an estimated $132.
  • Fidelity Enhanced Large Cap Growth ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #164 holding.
  • Elevation Wealth Partners first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.