Valeo Financial Advisors’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Valeo Financial Advisors’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	$724K	Buy	16,555 +17	+0.1%	+$725	0.02%	360
2026 Q1	$620K	Sell	16,538 -997	-6%	-$39.8K	0.01%	360
2025 Q4	$731K	Buy	17,535 +16	+0.1%	+$665	0.02%	374
2025 Q3	$720K	Buy	17,519 +15	+0.1%	+$583	0.02%	384
2025 Q2	$648K	Sell	17,504 -967	-5%	-$32.3K	0.02%	392
2025 Q1	$582K	Buy	18,471 +22	+0.1%	+$761	0.02%	376
2024 Q4	$652K	Sell	18,449 -251	-1%	-$8.7K	0.02%	351
2024 Q3	$620K	Buy	18,700 +21	+0.1%	+$672	0.02%	362
2024 Q2	$603K	Buy	18,679 +27	+0.1%	+$813	0.02%	336
2024 Q1	$530K	Sell	18,652 -892	-5%	-$25K	0.02%	364
2023 Q4	$513K	Buy	+19,544	New	+$502K	0.02%	360

Other funds holding FELG

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

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Rolek Wealth Management Berwyn, Pennsylvania $179M AUM 26.26% 1-Year Est. Return

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Perennial Advisors New York $643M AUM 23.36% 1-Year Est. Return