SLWA
FBCG

San Luis Wealth Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

San Luis Wealth Advisors’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
Q2 		$597K Buy
9,620
+713
+8% +$42.3K 0.09% 127
2026
Q1 		$446K Buy
8,907
+118
+1% +$6.28K 0.07% 127
2025
Q4 		$482K Sell
8,789
-270
-3% -$14.6K 0.08% 130
2025
Q3 		$486K Sell
9,059
-1,819
-17% -$92.6K 0.09% 125
2025
Q2 		$525K Buy
10,878
+1,680
+18% +$71.7K 0.11% 100
2025
Q1 		$368K Sell
9,198
-832
-8% -$37.6K 0.08% 106
2024
Q4 		$464K Buy
+10,030
New +$455K 0.09% 99

Other funds holding FBCG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM

San Luis Wealth Advisors's FBCG Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 8% in Q2 2026, buying an estimated $42.3K and bringing the position to 9,620 shares worth $597K. The position accounts for 0.09% of the portfolio, ranked #127.

San Luis Wealth Advisors first reported a position in FBCG in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • San Luis Wealth Advisors held 9,620 shares of Fidelity Blue Chip Growth ETF worth $597K as of Q2 2026.
  • San Luis Wealth Advisors bought 713 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $42.3K.
  • Fidelity Blue Chip Growth ETF made up 0.09% of San Luis Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • San Luis Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 145 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.