Mission Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Mission Wealth Management’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	$826K	Buy	18,873 +12,259	+185%	+$523K	0.01%	534
2026 Q1	$248K	Hold	6,614	–	–	0.01%	658
2025 Q4	$276K	Buy	+6,614	New	+$275K	0.01%	628

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 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

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

Mission Wealth Management's FELG Position: Q2 2026 in Review

Mission Wealth Management increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 185% in Q2 2026, buying an estimated $523K and bringing the position to 18,873 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #534.

Mission Wealth Management first reported a position in FELG in Q4 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Mission Wealth Management held 18,873 shares of Fidelity Enhanced Large Cap Growth ETF worth $826K as of Q2 2026.
Mission Wealth Management bought 12,259 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $523K.
Fidelity Enhanced Large Cap Growth ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #534 holding.
Mission Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
131 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.