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Investment Advisory Services’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Investment Advisory Services’s Portfolio FFLG Stock Details FFLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.65M Buy
278,352
+16,943
+6% +$557K 2.78% 8
2026
Q1 		$7.27M Buy
261,409
+7,793
+3% +$229K 2.31% 10
2025
Q4 		$7.59M Buy
253,616
+18,443
+8% +$548K 2.38% 8
2025
Q3 		$6.93M Buy
235,173
+22,282
+10% +$625K 2.18% 10
2025
Q2 		$5.66M Buy
212,891
+20,458
+11% +$482K 1.89% 10
2025
Q1 		$4.26M Buy
192,433
+7,750
+4% +$192K 1.54% 16
2024
Q4 		$4.63M Buy
184,683
+11,525
+7% +$289K 1.63% 13
2024
Q3 		$4.15M Buy
173,158
+7,768
+5% +$180K 1.46% 15
2024
Q2 		$3.91M Buy
165,390
+6,347
+4% +$141K 1.43% 16
2024
Q1 		$3.48M Buy
159,043
+3,375
+2% +$69.3K 1.28% 18
2023
Q4 		$2.95M Buy
155,668
+4,678
+3% +$81.3K 1.16% 21
2023
Q3 		$2.48M Buy
150,990
+8,421
+6% +$143K 1.07% 24
2023
Q2 		$2.4M Buy
142,569
+69,489
+95% +$1.07M 1.01% 28
2023
Q1 		$1.08M Sell
73,080
-721
-1% -$10K 0.53% 50
2022
Q4 		$933K Buy
73,801
+2,751
+4% +$36.2K 0.48% 50
2022
Q3 		$907K Buy
71,050
+24,893
+54% +$352K 0.54% 49
2022
Q2 		$600K Buy
+46,157
New +$687K 0.35% 60

Other funds holding FFLG

TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
HCM
Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Investment Advisory Services's FFLG Position: Q2 2026 in Review

Investment Advisory Services increased its Fidelity Fundamental Large Cap Growth ETF (FFLG) stake by 6.5% in Q2 2026, buying an estimated $557K and bringing the position to 278,352 shares worth $9.65M. The position accounts for 2.78% of the portfolio, ranked #8.

Investment Advisory Services first reported a position in FFLG in Q2 2022 and has held it in 17 quarters since. 18 funds tracked by Wall St. Rank hold FFLG as of Q2 2026.

  • Investment Advisory Services held 278,352 shares of Fidelity Fundamental Large Cap Growth ETF worth $9.65M as of Q2 2026.
  • Investment Advisory Services bought 16,943 Fidelity Fundamental Large Cap Growth ETF shares in Q2 2026, an estimated $557K.
  • Fidelity Fundamental Large Cap Growth ETF made up 2.78% of Investment Advisory Services's portfolio in Q2 2026, its #8 holding.
  • Investment Advisory Services first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 18 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.