Global Wealth Management Investment Advisory’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio FELV Stock Details FELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,877	Closed	-$264K	–	156
2025 Q3	$264K	Buy	+7,877	New	+$257K	0.04%	139

Other funds holding FELV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

SFG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Wealth Management Investment Advisory's FELV Position: Q4 2025 in Review

Global Wealth Management Investment Advisory sold out of Fidelity Enhanced Large Cap Value ETF (FELV) in Q4 2025, closing a stake of 7,877 shares — an estimated $264K sold.

Global Wealth Management Investment Advisory first reported a position in FELV in Q3 2025 and held it in 1 quarter. The position peaked at $264K in Q3 2025. 148 funds tracked by Wall St. Rank hold FELV as of Q4 2025.

Global Wealth Management Investment Advisory reported no remaining Fidelity Enhanced Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 7,877 Fidelity Enhanced Large Cap Value ETF shares in Q4 2025, an estimated $264K.
Global Wealth Management Investment Advisory first reported a position in Fidelity Enhanced Large Cap Value ETF in Q3 2025 and held it in 1 quarter.
Global Wealth Management Investment Advisory's Fidelity Enhanced Large Cap Value ETF position peaked at $264K in Q3 2025.
148 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q4 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2025, filed 4 Feb 2026.