LPL Financial’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

LPL Financial’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	$14M	Buy	485,922 +433,493	+827%	+$12.5M	﹤0.01%	1837
2026 Q1	$1.42M	Buy	52,429 +41,190	+366%	+$1.18M	﹤0.01%	3827
2025 Q4	$322K	Buy	+11,239	New	+$320K	﹤0.01%	5093

Other funds holding FYEE

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

LPL Financial's FYEE Position: Q2 2026 in Review

LPL Financial increased its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 827% in Q2 2026, buying an estimated $12.5M and bringing the position to 485,922 shares worth $14M. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

LPL Financial first reported a position in FYEE in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold FYEE as of Q2 2026.

LPL Financial held 485,922 shares of Fidelity Yield Enhanced Equity ETF worth $14M as of Q2 2026.
LPL Financial bought 433,493 Fidelity Yield Enhanced Equity ETF shares in Q2 2026, an estimated $12.5M.
Fidelity Yield Enhanced Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1837 holding.
LPL Financial first reported a position in Fidelity Yield Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
53 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.