Golden State Wealth Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Golden State Wealth Management’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	$7.54K	Hold	180	–	–	﹤0.01%	1175
2026 Q1	$6.53K	Hold	180	–	–	﹤0.01%	1172
2025 Q4	$6.87K	Hold	180	–	–	﹤0.01%	1188
2025 Q3	$6.71K	Hold	180	–	–	﹤0.01%	1188
2025 Q2	$6.21K	Hold	180	–	–	﹤0.01%	1184
2025 Q1	$5.61K	Buy	180 +157	+683%	+$5.17K	﹤0.01%	1144
2024 Q4	$757	Buy	+23	New	+$761	﹤0.01%	1388

Other funds holding FELC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Golden State Wealth Management's FELC Position: Q2 2026 in Review

Golden State Wealth Management held its Fidelity Enhanced Large Cap Core ETF (FELC) position steady in Q2 2026 at 180 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Golden State Wealth Management first reported a position in FELC in Q4 2024 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

Golden State Wealth Management held 180 shares of Fidelity Enhanced Large Cap Core ETF worth $7.54K as of Q2 2026.
Golden State Wealth Management left its Fidelity Enhanced Large Cap Core ETF share count unchanged in Q2 2026.
Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1175 holding.
Golden State Wealth Management first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.