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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Inspirion Wealth Advisors's FBCG Position: Q2 2026 in Review

Inspirion Wealth Advisors held its Fidelity Blue Chip Growth ETF (FBCG) position steady in Q2 2026 at 4,726 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #142.

Inspirion Wealth Advisors first reported a position in FBCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $316K in Q4 2025. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Inspirion Wealth Advisors held 4,726 shares of Fidelity Blue Chip Growth ETF worth $292K as of Q2 2026.
Inspirion Wealth Advisors left its Fidelity Blue Chip Growth ETF share count unchanged in Q2 2026.
Fidelity Blue Chip Growth ETF made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #142 holding.
Inspirion Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 6 quarters since.
Inspirion Wealth Advisors's Fidelity Blue Chip Growth ETF position peaked at $316K in Q4 2025.
145 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.