Prepared Retirement Institute’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Prepared Retirement Institute’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 Q2	$16.8M	Sell	384,328 -12,470	-3%	-$532K	7.16%	3
2026 Q1	$14.9M	Buy	396,798 +21,989	+6%	+$877K	7.38%	3
2025 Q4	$15.6M	Buy	374,809 +6,192	+2%	+$257K	7.87%	3
2025 Q3	$15.2M	Buy	368,617 +129,324	+54%	+$5.02M	7.9%	3
2025 Q2	$8.86M	Buy	239,293 +93,667	+64%	+$3.13M	5.22%	5
2025 Q1	$4.59M	Buy	+145,626	New	+$5.04M	2.93%	12

Other funds holding FELG

VIA

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

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

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

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

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

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

KAS

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Prepared Retirement Institute's FELG Position: Q2 2026 in Review

Prepared Retirement Institute reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 3.1% in Q2 2026, selling an estimated $532K and leaving 384,328 shares worth $16.8M. The position accounts for 7.16% of the portfolio, ranked #3.

Prepared Retirement Institute first reported a position in FELG in Q1 2025 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Prepared Retirement Institute held 384,328 shares of Fidelity Enhanced Large Cap Growth ETF worth $16.8M as of Q2 2026.
Prepared Retirement Institute sold 12,470 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $532K.
Fidelity Enhanced Large Cap Growth ETF made up 7.16% of Prepared Retirement Institute's portfolio in Q2 2026, its #3 holding.
Prepared Retirement Institute first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
245 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

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