Wealth Enhancement Advisory Services’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FELV Stock Details FELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$541K	Buy	13,257 +3,569	+37%	+$137K	﹤0.01%	2608
2026 Q1	$340K	Sell	9,688 -2,113	-18%	-$75.6K	﹤0.01%	2656
2025 Q4	$420K	Buy	11,801 +2,815	+31%	+$95.7K	﹤0.01%	2620
2025 Q3	$302K	Sell	8,986 -689	-7%	-$22.4K	﹤0.01%	2788
2025 Q2	$312K	Buy	9,675 +1,099	+13%	+$33.3K	﹤0.01%	2605
2025 Q1	$264K	Sell	8,576 -1,109	-11%	-$34.6K	﹤0.01%	2544
2024 Q4	$295K	Buy	9,685 +247	+3%	+$7.78K	﹤0.01%	2394
2024 Q3	$292K	Buy	9,438 +552	+6%	+$16.4K	﹤0.01%	2198
2024 Q2	$254K	Sell	8,886 -5,884	-40%	-$168K	﹤0.01%	2107
2024 Q1	$431K	Buy	14,770 +5,037	+52%	+$139K	﹤0.01%	1678
2023 Q4	$261K	Buy	+9,733	New	+$252K	﹤0.01%	1911

Other funds holding FELV

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

IFA

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

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services's FELV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity Enhanced Large Cap Value ETF (FELV) stake by 37% in Q2 2026, buying an estimated $137K and bringing the position to 13,257 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

Wealth Enhancement Advisory Services first reported a position in FELV in Q4 2023 and has held it in 11 quarters since. 185 funds tracked by Wall St. Rank hold FELV as of Q2 2026.

Wealth Enhancement Advisory Services held 13,257 shares of Fidelity Enhanced Large Cap Value ETF worth $541K as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,569 Fidelity Enhanced Large Cap Value ETF shares in Q2 2026, an estimated $137K.
Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2608 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity Enhanced Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
185 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.