Kestra Private Wealth Services’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Kestra Private Wealth Services’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 Q2	$4.05M	Buy	140,234 +3,155	+2%	+$91.1K	0.04%	393
2026 Q1	$3.72M	Buy	137,079 +99,169	+262%	+$2.84M	0.05%	394
2025 Q4	$1.09M	Buy	+37,910	New	+$1.08M	0.01%	780
2025 Q2	–	Sell	-24,312	Closed	-$611K	–	1693
2025 Q1	$611K	Buy	24,312 +279	+1%	+$7.46K	0.01%	867
2024 Q4	$642K	Buy	+24,033	New	+$650K	0.01%	819

Other funds holding FYEE

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

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

TGAM

TBH Global Asset Management Brentwood, Tennessee $546M AUM 26.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kestra Private Wealth Services's FYEE Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 2.3% in Q2 2026, buying an estimated $91.1K and bringing the position to 140,234 shares worth $4.05M. The position accounts for 0.04% of the portfolio, ranked #393.

Kestra Private Wealth Services first reported a position in FYEE in Q4 2024 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold FYEE as of Q2 2026.

Kestra Private Wealth Services held 140,234 shares of Fidelity Yield Enhanced Equity ETF worth $4.05M as of Q2 2026.
Kestra Private Wealth Services bought 3,155 Fidelity Yield Enhanced Equity ETF shares in Q2 2026, an estimated $91.1K.
Fidelity Yield Enhanced Equity ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #393 holding.
Kestra Private Wealth Services first reported a position in Fidelity Yield Enhanced Equity ETF in Q4 2024 and has held it in 5 quarters since.
53 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.