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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independence Financial Advisors's FELG Position: Q2 2026 in Review

Independence Financial Advisors increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 5.3% in Q2 2026, buying an estimated $2.86M and bringing the position to 1,340,600 shares worth $58.7M. The position accounts for 15.21% of the portfolio, ranked #1.

Independence Financial Advisors first reported a position in FELG in Q1 2025 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Independence Financial Advisors held 1,340,600 shares of Fidelity Enhanced Large Cap Growth ETF worth $58.7M as of Q2 2026.
Independence Financial Advisors bought 67,124 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $2.86M.
Fidelity Enhanced Large Cap Growth ETF made up 15.21% of Independence Financial Advisors's portfolio in Q2 2026, its #1 holding.
Independence Financial Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.