Investmark Advisory Group’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Investmark Advisory Group’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 Q1	$3.08M	Buy	82,231 +2,194	+3%	+$87.5K	1.32%	24
2025 Q4	$3.34M	Buy	80,037 +12,307	+18%	+$512K	1.42%	19
2025 Q3	$2.79M	Buy	67,730 +13,990	+26%	+$543K	1.21%	25
2025 Q2	$1.99M	Buy	53,740 +43,936	+448%	+$1.47M	0.93%	35
2025 Q1	$309K	Buy	+9,804	New	+$339K	0.15%	94

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IFA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Investmark Advisory Group increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 2.7% in Q1 2026, buying an estimated $87.5K and bringing the position to 82,231 shares worth $3.08M. The position accounts for 1.32% of the portfolio, ranked #24.

Investmark Advisory Group first reported a position in FELG in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.34M in Q4 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Investmark Advisory Group held 82,231 shares of Fidelity Enhanced Large Cap Growth ETF worth $3.08M as of Q1 2026.
Investmark Advisory Group bought 2,194 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $87.5K.
Fidelity Enhanced Large Cap Growth ETF made up 1.32% of Investmark Advisory Group's portfolio in Q1 2026, its #24 holding.
Investmark Advisory Group first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
Investmark Advisory Group's Fidelity Enhanced Large Cap Growth ETF position peaked at $3.34M in Q4 2025.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

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