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Impact Partnership Wealth’s Fidelity Magellan ETF FMAG Stock Holding History

Impact Partnership Wealth’s Portfolio FMAG Stock Details FMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,982
Closed -$308K – 335
2025
Q2 		$308K Sell
8,982
-1,871
-17% -$58.2K 0.06% 206
2025
Q1 		$316K Buy
10,853
+739
+7% +$23K 0.07% 167
2024
Q4 		$313K Buy
+10,114
New +$318K 0.06% 198

Other funds holding FMAG

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 19.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Impact Partnership Wealth's FMAG Position: Q3 2025 in Review

Impact Partnership Wealth sold out of Fidelity Magellan ETF (FMAG) in Q3 2025, closing a stake of 8,982 shares — an estimated $308K sold.

Impact Partnership Wealth first reported a position in FMAG in Q4 2024 and held it in 3 quarters. The position peaked at $316K in Q1 2025. 33 funds tracked by Wall St. Rank hold FMAG as of Q3 2025.

  • Impact Partnership Wealth reported no remaining Fidelity Magellan ETF position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 8,982 Fidelity Magellan ETF shares in Q3 2025, an estimated $308K.
  • Impact Partnership Wealth first reported a position in Fidelity Magellan ETF in Q4 2024 and held it in 3 quarters.
  • Impact Partnership Wealth's Fidelity Magellan ETF position peaked at $316K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.