Investmark Advisory Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Investmark Advisory 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 Q1	$672K	Buy	13,410 +7,221	+117%	+$384K	0.29%	65
2025 Q4	$339K	Sell	6,189 -352	-5%	-$19.1K	0.14%	97
2025 Q3	$351K	Buy	6,541 +1,824	+39%	+$92.9K	0.15%	96
2025 Q2	$228K	Buy	+4,717	New	+$201K	0.11%	122
2022 Q1	–	Sell	-11,925	Closed	-$412K	–	164
2021 Q4	$412K	Buy	+11,925	New	+$413K	0.39%	44

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investmark Advisory Group's FBCG Position: Q1 2026 in Review

Investmark Advisory Group increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 117% in Q1 2026, buying an estimated $384K and bringing the position to 13,410 shares worth $672K. The position accounts for 0.29% of the portfolio, ranked #65.

Investmark Advisory Group first reported a position in FBCG in Q4 2021 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Investmark Advisory Group held 13,410 shares of Fidelity Blue Chip Growth ETF worth $672K as of Q1 2026.
Investmark Advisory Group bought 7,221 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $384K.
Fidelity Blue Chip Growth ETF made up 0.29% of Investmark Advisory Group's portfolio in Q1 2026, its #65 holding.
Investmark Advisory Group first reported a position in Fidelity Blue Chip Growth ETF in Q4 2021 and has held it in 5 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.