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Fidelity Covington Trust shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree Wealth Management investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Cherry Tree 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 Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $122k 3.6k 33.53
2025-06-30 $116k 3.6k 31.77
2025-03-31 $112k 3.6k 30.74

More positions owned by Cherry Tree Wealth Management

Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Bloomberg Invt (FLRN)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cherry Tree Wealth Management

Top funds holding Fidelity Covington Trust

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

View all funds holding Fidelity Covington Trust