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Fidelity Covington Trust shares owned by Rolek Wealth Management

Quarter-by-quarter ownership of Fidelity Covington Trust (FELC) shares owned by Rolek Wealth Management from 13F filings

Historical chart of Rolek Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Rolek Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Rolek Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $231k 6.1k 38.17
2025-09-30 $226k 6.1k 37.27
2025-06-30 $209k 6.1k 34.49

More positions owned by Rolek Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Enhanced Large (FELG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Apple (AAPL)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr State Street Tec (XLK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Rolek Wealth Management

Top funds holding Fidelity Covington Trust

FMR
Fragasso
Commonwealth Equity Services
Kfg Wealth Management
LPL Financial
EdgeRock Capital
HighTower Advisors
CWM
Advisor Group Holdings
Goss Wealth Management
Northwestern Mutual Wealth Management Company
Two Sigma Investments
Kestra Advisory Services
Jpmorgan Chase & Co
Raymond James Financial

View all funds holding Fidelity Covington Trust