Kuhn & Co Investment Counsel’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Kuhn & Co Investment Counsel’s Portfolio FELG Stock Details FELG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$694K	Buy	18,507 +660	+4%	+$26.3K	0.45%	65
2025 Q4	$744K	Buy	17,847 +2,475	+16%	+$103K	0.5%	59
2025 Q3	$632K	Hold	15,372	–	–	0.5%	68
2025 Q2	$569K	Buy	15,372 +430	+3%	+$14.4K	0.43%	81
2025 Q1	$471K	Buy	14,942 +1,216	+9%	+$42.1K	0.4%	82
2024 Q4	$485K	Hold	13,726	–	–	0.41%	79
2024 Q3	$455K	Buy	13,726 +1,900	+16%	+$60.8K	0.39%	85
2024 Q2	$382K	Buy	11,826 +2,952	+33%	+$88.8K	0.34%	92
2024 Q1	$262K	Buy	8,874 +364	+4%	+$10.2K	0.25%	107
2023 Q4	$223K	Buy	+8,510	New	+$219K	0.23%	114

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Kuhn & Co Investment Counsel's FELG Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 3.7% in Q1 2026, buying an estimated $26.3K and bringing the position to 18,507 shares worth $694K. The position accounts for 0.45% of the portfolio, ranked #65.

Kuhn & Co Investment Counsel first reported a position in FELG in Q4 2023 and has held it in 10 quarters since. The position peaked at $744K in Q4 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Kuhn & Co Investment Counsel held 18,507 shares of Fidelity Enhanced Large Cap Growth ETF worth $694K as of Q1 2026.
Kuhn & Co Investment Counsel bought 660 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $26.3K.
Fidelity Enhanced Large Cap Growth ETF made up 0.45% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #65 holding.
Kuhn & Co Investment Counsel first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Kuhn & Co Investment Counsel's Fidelity Enhanced Large Cap Growth ETF position peaked at $744K in Q4 2025.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.