MAI Wealth Advisors »

Fidelity Covington Tr shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Fidelity Covington Tr (FBCV) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Fidelity Covington Tr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Tr held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Covington Tr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 400 34.08
2025-06-30 $22k 678 32.72
2025-03-31 $8.8k 276 32.02
2024-12-31 $8.7k 275 31.62

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Fidelity Covington Tr

Commonwealth Equity Services
Wiley Bros.-aintree Capital
Envestnet Asset Management
CWM
Morgan Stanley
Cambridge Investment Research Advisors
National Bank Of Canada /fi/
Susquehanna International
Kestra Private Wealth Services
Cetera Investment Advisers
Branch Banking & Trust Company
Cullen Frost Bankers
FMR
HighTower Advisors
CLS Investments

View all funds holding Fidelity Covington Tr