Inspirion Wealth Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Inspirion Wealth Advisors’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	$292K	Hold	4,726	–	–	0.03%	142
2026 Q1	$237K	Sell	4,726 -1,030	-18%	-$54.8K	0.03%	149
2025 Q4	$316K	Buy	+5,756	New	+$312K	0.04%	135
2025 Q3	–	Sell	-5,343	Closed	-$258K	–	159
2025 Q2	$258K	Hold	5,343	–	–	0.03%	134
2025 Q1	$214K	Buy	5,343 +760	+17%	+$34.4K	0.03%	141
2024 Q4	$216K	Buy	+4,583	New	+$208K	0.03%	137

Other funds holding FBCG

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return