Twin Peaks Wealth Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-143	Closed	-$7.17K	–	884
2026 Q1	$7.17K	Buy	+143	New	+$7.61K	﹤0.01%	1229
2025 Q3	–	Sell	-66	Closed	-$3.41K	–	807
2025 Q2	$3.41K	Buy	+66	New	+$2.81K	﹤0.01%	1457

Other funds holding FBCG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Twin Peaks Wealth Advisors's FBCG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q2 2026, closing a stake of 143 shares — an estimated $7.17K sold.

Twin Peaks Wealth Advisors first reported a position in FBCG in Q2 2025 and held it in 2 quarters. The position peaked at $7.17K in Q1 2026. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Fidelity Blue Chip Growth ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 143 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $7.17K.
Twin Peaks Wealth Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Fidelity Blue Chip Growth ETF position peaked at $7.17K in Q1 2026.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.