Independence Financial Advisors’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Independence Financial Advisors’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	$58.7M	Buy	1,340,600 +67,124	+5%	+$2.86M	15.21%	1
2026 Q1	$47.7M	Sell	1,273,476 -37,260	-3%	-$1.49M	14.33%	1
2025 Q4	$54.7M	Buy	1,310,736 +535,968	+69%	+$22.3M	15.02%	1
2025 Q3	$31.9M	Sell	774,768 -55,588	-7%	-$2.16M	9.7%	1
2025 Q2	$30.7M	Buy	830,356 +774,977	+1,399%	+$25.9M	11.96%	1
2025 Q1	$1.74M	Buy	+55,379	New	+$1.92M	0.66%	19

Other funds holding FELG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return