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 Q3	$747K	Buy	16,569 +14	+0.1%	+$614	0.02%	361
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

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Valeo Financial Advisors's FELG Position: Q3 2026 in Review

Valeo Financial Advisors increased its Fidelity Enhanced Large Cap Growth ETF (FELG) stake by 0.08% in Q3 2026, buying an estimated $614 and bringing the position to 16,569 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #361.

Valeo Financial Advisors first reported a position in FELG in Q4 2023 and has held it in 12 quarters since. 17 funds tracked by Wall St. Rank hold FELG as of Q3 2026.

Valeo Financial Advisors held 16,569 shares of Fidelity Enhanced Large Cap Growth ETF worth $747K as of Q3 2026.
Valeo Financial Advisors bought 14 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2026, an estimated $614.
Fidelity Enhanced Large Cap Growth ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #361 holding.
Valeo Financial Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
17 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.