IAA
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Independent Advisor Alliance’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Independent Advisor Alliance’s Portfolio FELC Stock Details FELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,231
Closed -$335K – 1218
2026
Q1 		$335K Buy
+9,231
New +$350K ﹤0.01% 1277

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Independent Advisor Alliance's FELC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Fidelity Enhanced Large Cap Core ETF (FELC) in Q2 2026, closing a stake of 9,231 shares — an estimated $335K sold.

Independent Advisor Alliance first reported a position in FELC in Q1 2026 and held it in 1 quarter. The position peaked at $335K in Q1 2026. 265 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Fidelity Enhanced Large Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,231 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $335K.
  • Independent Advisor Alliance first reported a position in Fidelity Enhanced Large Cap Core ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Fidelity Enhanced Large Cap Core ETF position peaked at $335K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.