KIM
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Kestra Investment Management’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Kestra Investment Management’s Portfolio FYEE Stock Details FYEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-92,480
Closed -$2.65M – 517
2025
Q4 		$2.65M Buy
+92,480
New +$2.64M 0.06% 110

Other funds holding FYEE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $205M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $497M AUM 20.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kestra Investment Management's FYEE Position: Q1 2026 in Review

Kestra Investment Management sold out of Fidelity Yield Enhanced Equity ETF (FYEE) in Q1 2026, closing a stake of 92,480 shares — an estimated $2.65M sold.

Kestra Investment Management first reported a position in FYEE in Q4 2025 and held it in 1 quarter. The position peaked at $2.65M in Q4 2025. 43 funds tracked by Wall St. Rank hold FYEE as of Q1 2026.

  • Kestra Investment Management reported no remaining Fidelity Yield Enhanced Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 92,480 Fidelity Yield Enhanced Equity ETF shares in Q1 2026, an estimated $2.65M.
  • Kestra Investment Management first reported a position in Fidelity Yield Enhanced Equity ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Investment Management's Fidelity Yield Enhanced Equity ETF position peaked at $2.65M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.