HIW
FBCG

Holos Integrated Wealth’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Holos Integrated Wealth’s Portfolio FBCG Stock Details FBCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.07M Buy
82,860
+1,667
+2% +$99K 2.37% 16
2026
Q1 		$4.17M Buy
81,193
+701
+0.9% +$37.3K 2.11% 16
2025
Q4 		$4.42M Buy
80,492
+10,382
+15% +$563K 2.47% 16
2025
Q3 		$3.66M Buy
70,110
+728
+1% +$37.1K 2.16% 16
2025
Q2 		$3.55M Buy
69,382
+992
+1% +$42.3K 2.14% 16
2025
Q1 		$2.73M Buy
+68,390
New +$3.09M 1.79% 16

Other funds holding FBCG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM

Holos Integrated Wealth's FBCG Position: Q2 2026 in Review

Holos Integrated Wealth increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 2.1% in Q2 2026, buying an estimated $99K and bringing the position to 82,860 shares worth $5.07M. The position accounts for 2.37% of the portfolio, ranked #16.

Holos Integrated Wealth first reported a position in FBCG in Q1 2025 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Holos Integrated Wealth held 82,860 shares of Fidelity Blue Chip Growth ETF worth $5.07M as of Q2 2026.
  • Holos Integrated Wealth bought 1,667 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $99K.
  • Fidelity Blue Chip Growth ETF made up 2.37% of Holos Integrated Wealth's portfolio in Q2 2026, its #16 holding.
  • Holos Integrated Wealth first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 145 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.