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Peak Retirement Planning’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Peak Retirement Planning’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 		$530K Hold
12,654
– – 0.08% 101
2026
Q1 		$459K Buy
12,654
+35
+0.3% +$1.33K 0.09% 101
2025
Q4 		$482K Buy
12,619
+164
+1% +$6.18K 0.11% 101
2025
Q3 		$464K Buy
12,455
+297
+2% +$10.6K 0.13% 96
2025
Q2 		$419K Buy
12,158
+33
+0.3% +$1.05K 0.17% 86
2025
Q1 		$378K Buy
12,125
+34
+0.3% +$1.12K 0.21% 88
2024
Q4 		$398K Buy
+12,091
New +$400K 0.27% 84

Other funds holding FELC

Fidelity Investments
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Peak Retirement Planning's FELC Position: Q2 2026 in Review

Peak Retirement Planning held its Fidelity Enhanced Large Cap Core ETF (FELC) position steady in Q2 2026 at 12,654 shares worth $530K. The position accounts for 0.08% of the portfolio, ranked #101.

Peak Retirement Planning first reported a position in FELC in Q4 2024 and has held it in 7 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Peak Retirement Planning held 12,654 shares of Fidelity Enhanced Large Cap Core ETF worth $530K as of Q2 2026.
  • Peak Retirement Planning left its Fidelity Enhanced Large Cap Core ETF share count unchanged in Q2 2026.
  • Fidelity Enhanced Large Cap Core ETF made up 0.08% of Peak Retirement Planning's portfolio in Q2 2026, its #101 holding.
  • Peak Retirement Planning first reported a position in Fidelity Enhanced Large Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.