Pasadena Private Wealth’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Pasadena Private Wealth’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 Q1	–	Sell	-40,945	Closed	-$1.17M	–	303
2025 Q4	$1.17M	Buy	+40,945	New	+$1.17M	0.16%	73

Other funds holding FYEE

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

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

Pasadena Private Wealth's FYEE Position: Q1 2026 in Review

Pasadena Private Wealth sold out of Fidelity Yield Enhanced Equity ETF (FYEE) in Q1 2026, closing a stake of 40,945 shares — an estimated $1.17M sold.

Pasadena Private Wealth first reported a position in FYEE in Q4 2025 and held it in 1 quarter. The position peaked at $1.17M in Q4 2025. 43 funds tracked by Wall St. Rank hold FYEE as of Q1 2026.

Pasadena Private Wealth reported no remaining Fidelity Yield Enhanced Equity ETF position as of Q1 2026 after selling out during the quarter.
Pasadena Private Wealth sold 40,945 Fidelity Yield Enhanced Equity ETF shares in Q1 2026, an estimated $1.17M.
Pasadena Private Wealth first reported a position in Fidelity Yield Enhanced Equity ETF in Q4 2025 and held it in 1 quarter.
Pasadena Private Wealth's Fidelity Yield Enhanced Equity ETF position peaked at $1.17M in Q4 2025.
43 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.