Wood Tarver Financial Group’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Wood Tarver Financial Group’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 Q1	$213K	Hold	5,707	–	–	0.06%	149
2025 Q4	$237K	Hold	5,707	–	–	0.07%	141
2025 Q3	$234K	Hold	5,707	–	–	0.07%	140
2025 Q2	$211K	Hold	5,707	–	–	0.06%	137
2025 Q1	$180K	Hold	5,707	–	–	0.06%	141
2024 Q4	$201K	Buy	+5,707	New	+$198K	0.07%	129

Other funds holding FELG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IFA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wood Tarver Financial Group's FELG Position: Q1 2026 in Review

Wood Tarver Financial Group held its Fidelity Enhanced Large Cap Growth ETF (FELG) position steady in Q1 2026 at 5,707 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #149.

Wood Tarver Financial Group first reported a position in FELG in Q4 2024 and has held it in 6 quarters since. The position peaked at $237K in Q4 2025. 219 funds tracked by Wall St. Rank hold FELG as of Q1 2026.

Wood Tarver Financial Group held 5,707 shares of Fidelity Enhanced Large Cap Growth ETF worth $213K as of Q1 2026.
Wood Tarver Financial Group left its Fidelity Enhanced Large Cap Growth ETF share count unchanged in Q1 2026.
Fidelity Enhanced Large Cap Growth ETF made up 0.06% of Wood Tarver Financial Group's portfolio in Q1 2026, its #149 holding.
Wood Tarver Financial Group first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's Fidelity Enhanced Large Cap Growth ETF position peaked at $237K in Q4 2025.
219 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.