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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio FELC Stock Details FELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Buy
49,853
+29,417
+144% +$1.19M 0.56% 32
2026
Q1 		$741K Buy
20,436
+751
+4% +$28.5K 0.22% 73
2025
Q4 		$751K Buy
19,685
+16,244
+472% +$613K 0.22% 65
2025
Q3 		$128K Buy
3,441
+368
+12% +$13.1K 0.04% 189
2025
Q2 		$106K Buy
+3,073
New +$98K 0.04% 196

Other funds holding FELC

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FELC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 144% in Q2 2026, buying an estimated $1.19M and bringing the position to 49,853 shares worth $2.09M. The position accounts for 0.56% of the portfolio, ranked #32.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FELC in Q2 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 49,853 shares of Fidelity Enhanced Large Cap Core ETF worth $2.09M as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 29,417 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $1.19M.
  • Fidelity Enhanced Large Cap Core ETF made up 0.56% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #32 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
  • 167 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.