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Fidelity Covington Trust shares owned by Abound Wealth Management

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

Historical chart of Abound Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 324 34.68
2025-09-30 $11k 324 33.52
2025-06-30 $10k 324 31.73
2025-03-31 $2.0k 65 30.89

More positions owned by Abound Wealth Management

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Tesla Motors (TSLA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Abound Wealth Management

Top funds holding Fidelity Covington Trust

FMR
Commonwealth Equity Services
Independence Financial Advisors
Sowa Financial Group
LPL Financial
Advisor Group Holdings
Raymond James Financial
Christopher Weil & Company
Cetera Investment Advisers
Advisory Resource Group
Kestra Advisory Services
J.w. Cole Advisors
Cambridge Investment Research Advisors
Investmark Advisory Group
Royal Bank of Canada

View all funds holding Fidelity Covington Trust