SpringVest Wealth Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

SpringVest Wealth Management’s Portfolio FELV Stock Details FELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$460K	Buy	+11,468	New	+$439K	0.29%	49

Other funds holding FELV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SpringVest Wealth Management's FELV Position: Q2 2026 in Review

SpringVest Wealth Management opened a new position in Fidelity Enhanced Large Cap Value ETF (FELV) in Q2 2026: 11,468 shares worth $460K. The stake represents 0.29% of the portfolio and ranks #49 among its holdings.

185 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

SpringVest Wealth Management held 11,468 shares of Fidelity Enhanced Large Cap Value ETF worth $460K as of Q2 2026.
Fidelity Enhanced Large Cap Value ETF was a new SpringVest Wealth Management position in Q2 2026.
Fidelity Enhanced Large Cap Value ETF made up 0.29% of SpringVest Wealth Management's portfolio in Q2 2026, its #49 holding.
185 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.