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 Q2	$803K	Sell	18,354 -153	-0.8%	-$6.52K	0.46%	64
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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SIA

Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

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

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NWA

Northwest Wealth Advisors Bellingham, Washington $174M AUM

ARG

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

Kuhn & Co Investment Counsel's FELG Position: Q2 2026 in Review

Kuhn & Co Investment Counsel reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.83% in Q2 2026, selling an estimated $6.52K and leaving 18,354 shares worth $803K. The position accounts for 0.46% of the portfolio, ranked #64.

Kuhn & Co Investment Counsel first reported a position in FELG in Q4 2023 and has held it in 11 quarters since. 108 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Kuhn & Co Investment Counsel held 18,354 shares of Fidelity Enhanced Large Cap Growth ETF worth $803K as of Q2 2026.
Kuhn & Co Investment Counsel sold 153 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $6.52K.
Fidelity Enhanced Large Cap Growth ETF made up 0.46% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #64 holding.
Kuhn & Co Investment Counsel first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
108 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.