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

Summit Wealth Group (Colorado)’s Portfolio FELG Stock Details FELG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Sell	24,856 -234	-0.9%	-$9.97K	0.09%	124
2026 Q1	$941K	Buy	25,090 +3	+0%	+$120	0.1%	110
2025 Q4	$1.05M	Buy	+25,087	New	+$1.04M	0.14%	94
2025 Q3	–	Sell	-31,127	Closed	-$1.15M	–	537
2025 Q2	$1.15M	Buy	+31,127	New	+$1.04M	0.29%	83

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

KAS

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

IFA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Summit Wealth Group (Colorado) reduced its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.93% in Q2 2026, selling an estimated $9.97K and leaving 24,856 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #124.

Summit Wealth Group (Colorado) first reported a position in FELG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.15M in Q2 2025. 246 funds tracked by Wall St. Rank hold FELG as of Q2 2026.

Summit Wealth Group (Colorado) held 24,856 shares of Fidelity Enhanced Large Cap Growth ETF worth $1.09M as of Q2 2026.
Summit Wealth Group (Colorado) sold 234 Fidelity Enhanced Large Cap Growth ETF shares in Q2 2026, an estimated $9.97K.
Fidelity Enhanced Large Cap Growth ETF made up 0.09% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #124 holding.
Summit Wealth Group (Colorado) first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s Fidelity Enhanced Large Cap Growth ETF position peaked at $1.15M in Q2 2025.
246 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2026.

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