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Fidelity Bond Etf shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Fidelity Bond Etf (FBND) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Fidelity Bond Etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Bond Etf held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Bond Etf by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $531k 12k 46.04
2025-06-30 $520k 11k 45.93

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Fidelity Bond Etf

Northwestern Mutual Wealth Management Company
FMR
Sagespring Wealth Partners
LPL Financial
Jpmorgan Chase & Co
Dynasty Wealth Management
Country Trust Bank
Raymond James Financial
Cetera Investment Advisers
UBS Group
Envestnet Asset Management
Commonwealth Equity Services
Quotient Wealth Partners
Advisor Group Holdings
Mather Group

View all funds holding Fidelity Bond Etf