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Fidelity Covington Trust shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 5.2k 41.71
2025-09-30 $215k 5.2k 41.13

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American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust State Street Spd (SPYG)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Fidelity Covington Trust

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

View all funds holding Fidelity Covington Trust