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Summit Wealth Group (Colorado)’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,351
Closed -$339K – 322
2025
Q2 		$339K Buy
+10,351
New +$327K 0.09% 168

Other funds holding FBCV

Commonwealth Equity Services
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P
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FBCV Position: Q3 2025 in Review

Summit Wealth Group (Colorado) sold out of Fidelity Blue Chip Value ETF (FBCV) in Q3 2025, closing a stake of 10,351 shares — an estimated $339K sold.

Summit Wealth Group (Colorado) first reported a position in FBCV in Q2 2025 and held it in 1 quarter. The position peaked at $339K in Q2 2025. 37 funds tracked by Wall St. Rank hold FBCV as of Q3 2025.

  • Summit Wealth Group (Colorado) reported no remaining Fidelity Blue Chip Value ETF position as of Q3 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,351 Fidelity Blue Chip Value ETF shares in Q3 2025, an estimated $339K.
  • Summit Wealth Group (Colorado) first reported a position in Fidelity Blue Chip Value ETF in Q2 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Fidelity Blue Chip Value ETF position peaked at $339K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q3 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2025, filed 14 Nov 2025.