Valeo Financial Advisors »

Fidelity Covington Trust shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Fidelity Covington Trust (FELC) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Valeo Financial 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 Trust by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $520k 16k 32.09
2024-06-30 $504k 17k 30.60
2024-03-31 $442k 16k 28.48
2023-12-31 $413k 16k 26.58

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Apple Stock (AAPL)
Prologis Share Beneficial Int Reit (PLD)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares S&p 500 Index Etf (IVV)
Eli Lilly & Co Stock (LLY)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Microsoft Stock (MSFT)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Nvidia Corp Stock (NVDA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Valeo Financial Advisors

Top funds holding Fidelity Covington Trust

Commonwealth Equity Services
Kfg Wealth Management
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Envestnet Asset Management
Raymond James & Associates
LPL Financial
Advisor Group Holdings
H D Vest Advisory Services
Colony
Able Wealth Management
Financial Partners Group
Kestra Advisory Services
Renaissance Technologies
KPP Advisory Services

View all funds holding Fidelity Covington Trust