P.J. Schmidt Investment Management (PJS)’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio FELC Stock Details FELC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$324K	Buy	7,736 +67	+0.9%	+$2.72K	0.05%	171
2026 Q1	$278K	Buy	7,669 +402	+6%	+$15.2K	0.05%	181
2025 Q4	$277K	Buy	7,267 +212	+3%	+$7.99K	0.05%	173
2025 Q3	$263K	Buy	7,055 +347	+5%	+$12.4K	0.04%	176
2025 Q2	$231K	Buy	+6,708	New	+$214K	0.04%	177

Other funds holding FELC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s FELC Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 0.87% in Q2 2026, buying an estimated $2.72K and bringing the position to 7,736 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #171.

P.J. Schmidt Investment Management (PJS) first reported a position in FELC in Q2 2025 and has held it in 5 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 7,736 shares of Fidelity Enhanced Large Cap Core ETF worth $324K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) bought 67 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $2.72K.
Fidelity Enhanced Large Cap Core ETF made up 0.05% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #171 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2025 and has held it in 5 quarters since.
264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.