WE
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Wealth Effects’s Fidelity Yield Enhanced Equity ETF FYEE Stock Holding History

Wealth Effects’s Portfolio FYEE Stock Details FYEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Buy
53,812
+2,442
+5% +$70.5K 0.42% 48
2026
Q1 		$1.39M Buy
51,370
+13,390
+35% +$383K 0.49% 46
2025
Q4 		$1.09M Buy
+37,980
New +$1.08M 0.34% 54

Other funds holding FYEE

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SAG
Sentinel Advisory Group Middleton, Wisconsin $245M AUM
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $546M AUM 26.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Effects's FYEE Position: Q2 2026 in Review

Wealth Effects increased its Fidelity Yield Enhanced Equity ETF (FYEE) stake by 4.8% in Q2 2026, buying an estimated $70.5K and bringing the position to 53,812 shares worth $1.55M. The position accounts for 0.42% of the portfolio, ranked #48.

Wealth Effects first reported a position in FYEE in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold FYEE as of Q2 2026.

  • Wealth Effects held 53,812 shares of Fidelity Yield Enhanced Equity ETF worth $1.55M as of Q2 2026.
  • Wealth Effects bought 2,442 Fidelity Yield Enhanced Equity ETF shares in Q2 2026, an estimated $70.5K.
  • Fidelity Yield Enhanced Equity ETF made up 0.42% of Wealth Effects's portfolio in Q2 2026, its #48 holding.
  • Wealth Effects first reported a position in Fidelity Yield Enhanced Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Fidelity Yield Enhanced Equity ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.