Envision Financial Transparency LLC Buys Stake in IWY, Elevating Third Largest Holding
Envision Financial Transparency LLC disclosed multiple new ETF positions in the first quarter across five different funds, highlighting a broad diversification strategy. The firm opened a 63,611-share stake in Fidelity Fundamental Large Cap Core ETF (FFLC) valued around $3.26 million, making FFLC 3.2% of its holdings and its 7th-largest position. It also established a new stake in Invesco Semiconductors ETF (PSI) of 10,595 shares worth about $1.0 million, about 1.0% of the portfolio. In iShares U.S. Consumer Staples ETF (IYK), Envision purchased 18,641 shares for approximately $1.305 million, representing 1.3% of the portfolio and ranking as its 17th-largest holding. The firm added 58,479 shares of EA Bridgeway Blue Chip ETF (BBLU) valued at roughly $863,000, or 0.8% of holdings, and bought 22,476 shares of iShares Russell Top 200 Growth ETF (IWY) for about $5.593 million, making IWY its 3rd-largest holding at around 5.4% of the portfolio.