PKS Advisory Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

PKS Advisory Services’s Portfolio FBCG Stock Details FBCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.84M	Buy	96,476 +4,550	+5%	+$242K	1.12%	12
2025 Q4	$5.04M	Buy	91,926 +116	+0.1%	+$6.29K	1.15%	12
2025 Q3	$4.93M	Buy	91,810 +4,997	+6%	+$254K	1.03%	12
2025 Q2	$4.19M	Sell	86,813 -22,887	-21%	-$976K	1.03%	15
2025 Q1	$4.38M	Buy	109,700 +597	+0.5%	+$27K	1.2%	12
2024 Q4	$5.05M	Buy	+109,103	New	+$4.95M	1.26%	8

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PKS Advisory Services's FBCG Position: Q1 2026 in Review

PKS Advisory Services increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 4.9% in Q1 2026, buying an estimated $242K and bringing the position to 96,476 shares worth $4.84M. The position accounts for 1.12% of the portfolio, ranked #12.

PKS Advisory Services first reported a position in FBCG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.05M in Q4 2024. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

PKS Advisory Services held 96,476 shares of Fidelity Blue Chip Growth ETF worth $4.84M as of Q1 2026.
PKS Advisory Services bought 4,550 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $242K.
Fidelity Blue Chip Growth ETF made up 1.12% of PKS Advisory Services's portfolio in Q1 2026, its #12 holding.
PKS Advisory Services first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's Fidelity Blue Chip Growth ETF position peaked at $5.05M in Q4 2024.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.