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Summit Wealth Group (Colorado)’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio FELC Stock Details FELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Buy
29,074
+13,514
+87% +$548K 0.1% 114
2026
Q1 		$564K Sell
15,560
-14,220
-48% -$539K 0.06% 166
2025
Q4 		$1.14M Buy
+29,780
New +$1.12M 0.15% 86
2025
Q3 		– Sell
-32,206
Closed -$1.11M – 536
2025
Q2 		$1.11M Buy
+32,206
New +$1.03M 0.28% 85

Other funds holding FELC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

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

Summit Wealth Group (Colorado) increased its Fidelity Enhanced Large Cap Core ETF (FELC) stake by 87% in Q2 2026, buying an estimated $548K and bringing the position to 29,074 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #114.

Summit Wealth Group (Colorado) first reported a position in FELC in Q2 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold FELC as of Q2 2026.

  • Summit Wealth Group (Colorado) held 29,074 shares of Fidelity Enhanced Large Cap Core ETF worth $1.22M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 13,514 Fidelity Enhanced Large Cap Core ETF shares in Q2 2026, an estimated $548K.
  • Fidelity Enhanced Large Cap Core ETF made up 0.1% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #114 holding.
  • Summit Wealth Group (Colorado) first reported a position in Fidelity Enhanced Large Cap Core ETF in Q2 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q2 2026.

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