Independent Advisor Alliance’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Independent Advisor Alliance’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	$252K	Sell	5,752 -166,758	-97%	-$7.11M	0.01%	890
2026 Q1	$6.47M	Buy	+172,510	New	+$6.88M	0.07%	258

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

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

Independent Advisor Alliance reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 97% in Q2 2026, selling an estimated $7.11M and leaving 5,752 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #890.

Independent Advisor Alliance first reported a position in FELG in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.47M in Q1 2026. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Independent Advisor Alliance held 5,752 shares of Fidelity Enhanced Large Cap Growth ETF worth $252K as of Q2 2026.
Independent Advisor Alliance sold 166,758 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $7.11M.
Fidelity Enhanced Large Cap Growth ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #890 holding.
Independent Advisor Alliance first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
Independent Advisor Alliance's Fidelity Enhanced Large Cap Growth ETF position peaked at $6.47M in Q1 2026.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

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