KOMWMG
FBCG

Kerntke Otto McGlone Wealth Management Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Kerntke Otto McGlone Wealth Management 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
Q2 		$1.23M Buy
19,806
+1,036
+6% +$61.5K 0.74% 29
2026
Q1 		$941K Buy
18,770
+2,501
+15% +$133K 0.64% 31
2025
Q4 		$892K Buy
16,269
+2,052
+14% +$111K 0.63% 32
2025
Q3 		$763K Buy
14,217
+1,549
+12% +$78.9K 0.58% 35
2025
Q2 		$611K Buy
12,668
+1,750
+16% +$74.7K 0.48% 40
2025
Q1 		$436K Buy
10,918
+2,001
+22% +$90.5K 0.38% 44
2024
Q4 		$413K Buy
8,917
+166
+2% +$7.52K 0.3% 47
2024
Q3 		$374K Sell
8,751
-1,681
-16% -$69.5K 0.31% 49
2024
Q2 		$443K Sell
10,432
-120
-1% -$4.74K 0.41% 39
2024
Q1 		$406K Buy
10,552
+1,790
+20% +$64.6K 0.4% 43
2023
Q4 		$292K Buy
+8,762
New +$270K 0.29% 51

Other funds holding FBCG

SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GFG
GR Financial Group Tucson, Arizona $736M AUM 17.88% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
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

Kerntke Otto McGlone Wealth Management Group's FBCG Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 5.5% in Q2 2026, buying an estimated $61.5K and bringing the position to 19,806 shares worth $1.23M. The position accounts for 0.74% of the portfolio, ranked #29.

Kerntke Otto McGlone Wealth Management Group first reported a position in FBCG in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 19,806 shares of Fidelity Blue Chip Growth ETF worth $1.23M as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 1,036 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $61.5K.
  • Fidelity Blue Chip Growth ETF made up 0.74% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #29 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Fidelity Blue Chip Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 159 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.