Summit Wealth Group (Colorado)’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Summit Wealth Group (Colorado)’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	$5.6M	Buy	90,216 +35,826	+66%	+$2.13M	0.46%	33
2026 Q1	$2.73M	Sell	54,390 -640	-1%	-$34K	0.29%	47
2025 Q4	$3.02M	Buy	+55,030	New	+$2.99M	0.4%	37
2025 Q3	–	Sell	-56,921	Closed	-$2.75M	–	323
2025 Q2	$2.75M	Buy	+56,921	New	+$2.43M	0.69%	39

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Summit Wealth Group (Colorado)'s FBCG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 66% in Q2 2026, buying an estimated $2.13M and bringing the position to 90,216 shares worth $5.6M. The position accounts for 0.46% of the portfolio, ranked #33.

Summit Wealth Group (Colorado) first reported a position in FBCG in Q2 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Summit Wealth Group (Colorado) held 90,216 shares of Fidelity Blue Chip Growth ETF worth $5.6M as of Q2 2026.
Summit Wealth Group (Colorado) bought 35,826 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $2.13M.
Fidelity Blue Chip Growth ETF made up 0.46% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #33 holding.
Summit Wealth Group (Colorado) first reported a position in Fidelity Blue Chip Growth ETF in Q2 2025 and has held it in 4 quarters since.
145 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.