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San Luis Wealth Advisors’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

San Luis Wealth Advisors’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 		$1.99M Buy
+68,913
New +$1.99M 0.3% 57

Other funds holding FYEE

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

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

San Luis Wealth Advisors opened a new position in Fidelity Yield Enhanced Equity ETF (FYEE) in Q2 2026: 68,913 shares worth $1.99M. The stake represents 0.3% of the portfolio and ranks #57 among its holdings.

8 funds tracked by Wall St. Rank hold FYEE as of Q2 2026.

  • San Luis Wealth Advisors held 68,913 shares of Fidelity Yield Enhanced Equity ETF worth $1.99M as of Q2 2026.
  • Fidelity Yield Enhanced Equity ETF was a new San Luis Wealth Advisors position in Q2 2026.
  • Fidelity Yield Enhanced Equity ETF made up 0.3% of San Luis Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • 8 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q2 2026.

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