Golden State Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Golden State Wealth Management’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 Q2	$51.8K	Buy	1,183 +33	+3%	+$1.41K	﹤0.01%	720
2026 Q1	$43.1K	Sell	1,150 -2,929	-72%	-$117K	﹤0.01%	721
2025 Q4	$170K	Hold	4,079	–	–	0.02%	411
2025 Q3	$168K	Sell	4,079 -400	-9%	-$15.5K	0.02%	405
2025 Q2	$166K	Buy	4,479 +1,550	+53%	+$51.7K	0.02%	389
2025 Q1	$92.3K	Buy	+2,929	New	+$101K	0.01%	463

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

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

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

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

Golden State Wealth Management increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 2.9% in Q2 2026, buying an estimated $1.41K and bringing the position to 1,183 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Golden State Wealth Management first reported a position in FELG in Q1 2025 and has held it in 6 quarters since. The position peaked at $170K in Q4 2025. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Golden State Wealth Management held 1,183 shares of Fidelity Enhanced Large Cap Growth ETF worth $51.8K as of Q2 2026.
Golden State Wealth Management bought 33 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $1.41K.
Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #720 holding.
Golden State Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Golden State Wealth Management's Fidelity Enhanced Large Cap Growth ETF position peaked at $170K in Q4 2025.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

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