Spire Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Spire Wealth Management’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	$60.4K	Buy	973 +142	+17%	+$8.43K	﹤0.01%	1126
2026 Q1	$41.7K	Buy	831 +320	+63%	+$17K	﹤0.01%	1217
2025 Q4	$28K	Hold	511	–	–	﹤0.01%	1356
2025 Q3	$27.4K	Hold	511	–	–	﹤0.01%	1420
2025 Q2	$24.7K	Sell	511 -7	-1%	-$299	﹤0.01%	1441
2025 Q1	$20.7K	Buy	+518	New	+$23.4K	﹤0.01%	1602
2024 Q2	–	Sell	-38,340	Closed	-$1.47M	–	2271
2024 Q1	$1.47M	Sell	38,340 -1,101	-3%	-$39.7K	0.03%	293
2023 Q4	$1.35M	Buy	39,441 +16,229	+70%	+$499K	0.04%	294
2023 Q3	$672K	Buy	23,212 +7,685	+49%	+$231K	0.03%	415
2023 Q2	$462K	Buy	15,527 +4,415	+40%	+$119K	0.02%	508
2023 Q1	$283K	Buy	+11,112	New	+$263K	0.01%	628
2022 Q3	–	Sell	-330	Closed	-$7K	–	2308
2022 Q2	$7K	Sell	330 -7,966	-96%	-$199K	﹤0.01%	2021
2022 Q1	$251K	Sell	8,296 -8,219	-50%	-$246K	0.01%	791
2021 Q4	$572K	Buy	16,515 +263	+2%	+$9.11K	0.01%	647
2021 Q3	$528K	Buy	+16,252	New	+$541K	0.01%	571

Other funds holding FBCG

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

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $241M AUM

KAS

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

Spire Wealth Management's FBCG Position: Q2 2026 in Review

Spire Wealth Management increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 17% in Q2 2026, buying an estimated $8.43K and bringing the position to 973 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Spire Wealth Management first reported a position in FBCG in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.47M in Q1 2024. 144 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Spire Wealth Management held 973 shares of Fidelity Blue Chip Growth ETF worth $60.4K as of Q2 2026.
Spire Wealth Management bought 142 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $8.43K.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1126 holding.
Spire Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q3 2021 and has held it in 15 quarters since.
Spire Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $1.47M in Q1 2024.
144 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.