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Silver Oak Securities’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Silver Oak Securities’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
Q1 		$360K Sell
13,254
-719
-5% -$20.6K 0.03% 536
2025
Q4 		$403K Buy
13,973
+4,790
+52% +$137K 0.03% 529
2025
Q3 		$257K Buy
+9,183
New +$249K 0.02% 627

Other funds holding FYEE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $497M AUM 20.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Silver Oak Securities's FYEE Position: Q1 2026 in Review

Silver Oak Securities reduced its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 5.1% in Q1 2026, selling an estimated $20.6K and leaving 13,254 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #536.

Silver Oak Securities first reported a position in FYEE in Q3 2025 and has held it in 3 quarters since. The position peaked at $403K in Q4 2025. 43 funds tracked by Wall St. Rank hold FYEE as of Q1 2026.

  • Silver Oak Securities held 13,254 shares of Fidelity Yield Enhanced Equity ETF worth $360K as of Q1 2026.
  • Silver Oak Securities sold 719 Fidelity Yield Enhanced Equity ETF shares in Q1 2026, an estimated $20.6K.
  • Fidelity Yield Enhanced Equity ETF made up 0.03% of Silver Oak Securities's portfolio in Q1 2026, its #536 holding.
  • Silver Oak Securities first reported a position in Fidelity Yield Enhanced Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Silver Oak Securities's Fidelity Yield Enhanced Equity ETF position peaked at $403K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.