Independence Financial Advisors’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Independence Financial Advisors’s Portfolio FELV Stock Details FELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.9M	Sell	671,110 -322,392	-32%	-$12.3M	6.98%	3
2026 Q1	$34.7M	Buy	993,502 +44,378	+5%	+$1.59M	10.41%	2
2025 Q4	$32.9M	Buy	949,124 +32,828	+4%	+$1.12M	9.04%	2
2025 Q3	$30.7M	Buy	916,296 +42,765	+5%	+$1.39M	9.36%	2
2025 Q2	$27.8M	Buy	873,531 +843,354	+2,795%	+$25.5M	10.79%	2
2025 Q1	$928K	Buy	+30,177	New	+$943K	0.35%	23

Other funds holding FELV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Independence Financial Advisors reduced its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 32% in Q2 2026, selling an estimated $12.3M and leaving 671,110 shares worth $26.9M. The position accounts for 6.98% of the portfolio, ranked #3.

Independence Financial Advisors first reported a position in FELV in Q1 2025 and has held it in 6 quarters since. The position peaked at $34.7M in Q1 2026. 185 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Independence Financial Advisors held 671,110 shares of Fidelity Enhanced Large Cap Value ETF worth $26.9M as of Q2 2026.
Independence Financial Advisors sold 322,392 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $12.3M.
Fidelity Enhanced Large Cap Value ETF made up 6.98% of Independence Financial Advisors's portfolio in Q2 2026, its #3 holding.
Independence Financial Advisors first reported a position in Fidelity Enhanced Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's Fidelity Enhanced Large Cap Value ETF position peaked at $34.7M in Q1 2026.
185 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

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