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Fidelity Covington Trust shares owned by Baron Wealth Management

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

Historical chart of Baron Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Baron 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 Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $578k 14k 41.12
2025-06-30 $423k 11k 37.03

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Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)

View all positions for Baron Wealth Management

Top funds holding Fidelity Covington Trust

Vantagepoint Investment Advisers
Envestnet Asset Management
Mml Investors Services
Commonwealth Equity Services
LPL Financial
Equitable Holdings
Raymond James Financial
Independence Financial Advisors
Spectrum Investment Advisors
Advisor Group Holdings
Kestra Advisory Services
Thrivent Financial for Lutherans
Cambridge Investment Research Advisors
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers

View all funds holding Fidelity Covington Trust