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Roxbury Financial’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Roxbury Financial’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
Q2 		$49.3K Buy
1,706
+37
+2% +$1.07K 0.04% 201
2026
Q1 		$45.3K Buy
1,669
+43
+3% +$1.23K 0.04% 194
2025
Q4 		$46.6K Buy
1,626
+1,126
+225% +$32.1K 0.04% 190
2025
Q3 		$14K Buy
+500
New +$13.6K 0.01% 271

Other funds holding FYEE

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
HZ
Hixon Zuercher Findlay, Ohio $341M AUM 26.01% 1-Year Est. Return

Roxbury Financial's FYEE Position: Q2 2026 in Review

Roxbury Financial increased its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 2.2% in Q2 2026, buying an estimated $1.07K and bringing the position to 1,706 shares worth $49.3K. The position accounts for 0.04% of the portfolio, ranked #201.

Roxbury Financial first reported a position in FYEE in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold FYEE as of Q2 2026.

  • Roxbury Financial held 1,706 shares of Fidelity Yield Enhanced Equity ETF worth $49.3K as of Q2 2026.
  • Roxbury Financial bought 37 Fidelity Yield Enhanced Equity ETF shares in Q2 2026, an estimated $1.07K.
  • Fidelity Yield Enhanced Equity ETF made up 0.04% of Roxbury Financial's portfolio in Q2 2026, its #201 holding.
  • Roxbury Financial first reported a position in Fidelity Yield Enhanced Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.