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Fidelity Covington Trust shares owned by Creative Planning

Quarter-by-quarter ownership of Fidelity Covington Trust (FELV) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $620k 20k 30.47
2024-09-30 $419k 14k 30.96
2024-06-30 $386k 14k 28.56
2024-03-31 $403k 14k 29.20
2023-12-31 $362k 14k 26.85

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Fidelity Covington Trust

FMR
Commonwealth Equity Services
Sowa Financial Group
LPL Financial
Kestra Advisory Services
Stratos Wealth Partners
Advisory Resource Group
Advisor Group Holdings
J.w. Cole Advisors
Cambridge Investment Research Advisors
Processus Wealth & Capital Management
Private Advisor
Royal Bank of Canada
Raymond James Financial
Goldman Sachs Group

View all funds holding Fidelity Covington Trust