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Fidelity momentum factr shares owned by Elevation Capital Advisory

Quarter-by-quarter ownership of Fidelity momentum factr (FDMO) shares owned by Elevation Capital Advisory from 13F filings

Historical chart of Elevation Capital Advisory investment in Fidelity momentum factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity momentum factr held by Elevation Capital Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity momentum factr by Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.4M 52k 83.96
2025-09-30 $1.9M 23k 83.17

More positions owned by Elevation Capital Advisory

Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr TRS FLT RT BD (TFLO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Elevation Capital Advisory

Top funds holding Fidelity momentum factr

FMR
Envestnet Asset Management
Great Lakes Retirement
Cetera Investment Advisers
Portfolio Strategies
Raymond James Financial
Kestra Advisory Services
Kestra Private Wealth Services
Commonwealth Equity Services
HPM Partners
LPL Financial
Goss Wealth Management
Elevation Capital Advisory
Cambridge Investment Research Advisors
Advisor Group Holdings

View all funds holding Fidelity momentum factr