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 Q2	$3.82M	Buy	87,414 +5,183	+6%	+$221K	1.45%	19
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 $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

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

IFA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Investmark Advisory Group's FELG Position: Q2 2026 in Review

Investmark Advisory Group increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 6.3% in Q2 2026, buying an estimated $221K and bringing the position to 87,414 shares worth $3.82M. The position accounts for 1.45% of the portfolio, ranked #19.

Investmark Advisory Group first reported a position in FELG in Q1 2025 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Investmark Advisory Group held 87,414 shares of Fidelity Enhanced Large Cap Growth ETF worth $3.82M as of Q2 2026.
Investmark Advisory Group bought 5,183 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $221K.
Fidelity Enhanced Large Cap Growth ETF made up 1.45% of Investmark Advisory Group's portfolio in Q2 2026, its #19 holding.
Investmark Advisory Group first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
247 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.