Independent Financial Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Independent Financial Group’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.29M	Sell	36,834 -6,272	-15%	-$372K	0.04%	415
2026 Q1	$2.16M	Buy	43,106 +5,648	+15%	+$300K	0.05%	380
2025 Q4	$2.05M	Sell	37,458 -7,305	-16%	-$396K	0.05%	385
2025 Q3	$2.4M	Buy	44,763 +6,025	+16%	+$307K	0.06%	328
2025 Q2	$1.87M	Sell	38,738 -2,825	-7%	-$121K	0.05%	363
2025 Q1	$1.66M	Sell	41,563 -10,919	-21%	-$494K	0.06%	333
2024 Q4	$2.43M	Buy	52,482 +8,300	+19%	+$376K	0.08%	245
2024 Q3	$1.89M	Buy	44,182 +6,717	+18%	+$278K	0.07%	279
2024 Q2	$1.59M	Buy	+37,465	New	+$1.48M	0.06%	279

Other funds holding FBCG

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

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFG

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $241M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Independent Financial Group's FBCG Position: Q2 2026 in Review

Independent Financial Group reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 15% in Q2 2026, selling an estimated $372K and leaving 36,834 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #415.

Independent Financial Group first reported a position in FBCG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.43M in Q4 2024. 144 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Independent Financial Group held 36,834 shares of Fidelity Blue Chip Growth ETF worth $2.29M as of Q2 2026.
Independent Financial Group sold 6,272 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $372K.
Fidelity Blue Chip Growth ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #415 holding.
Independent Financial Group first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 9 quarters since.
Independent Financial Group's Fidelity Blue Chip Growth ETF position peaked at $2.43M in Q4 2024.
144 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.