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

P.J. Schmidt Investment Management (PJS)’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	–	Sell	-4,824	Closed	-$201K	–	214
2025 Q4	$201K	Buy	+4,824	New	+$201K	0.03%	193

Other funds holding FELG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s FELG Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q1 2026, closing a stake of 4,824 shares — an estimated $201K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in FELG in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 221 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

P.J. Schmidt Investment Management (PJS) reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 4,824 Fidelity Enhanced Large Cap Growth ETF shares in Q1 2026, an estimated $201K.
P.J. Schmidt Investment Management (PJS) first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2025 and held it in 1 quarter.
P.J. Schmidt Investment Management (PJS)'s Fidelity Enhanced Large Cap Growth ETF position peaked at $201K in Q4 2025.
221 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.