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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 $245M AUM

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TGAM

TBH Global Asset Management Brentwood, Tennessee $497M AUM 20.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Kestra Private Wealth Services's FYEE Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 262% in Q1 2026, buying an estimated $2.84M and bringing the position to 137,079 shares worth $3.72M. The position accounts for 0.05% of the portfolio, ranked #394.

Kestra Private Wealth Services first reported a position in FYEE in Q4 2024 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold FYEE as of Q1 2026.

Kestra Private Wealth Services held 137,079 shares of Fidelity Yield Enhanced Equity ETF worth $3.72M as of Q1 2026.
Kestra Private Wealth Services bought 99,169 Fidelity Yield Enhanced Equity ETF shares in Q1 2026, an estimated $2.84M.
Fidelity Yield Enhanced Equity ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #394 holding.
Kestra Private Wealth Services first reported a position in Fidelity Yield Enhanced Equity ETF in Q4 2024 and has held it in 4 quarters since.
43 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.