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Fidelity Covington Trust shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Outlook Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 7.7k 30.96
2024-06-30 $807k 7.7k 105.20
2024-03-31 $223k 7.7k 29.20
2023-12-31 $204k 7.6k 26.85

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
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Aim Etf Products Trust Allianzim Us Lrg (AUGW)
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Stewart Information Services Corporation (STC)
NVIDIA Corporation (NVDA)
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Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

Top funds holding Fidelity Covington Trust

Commonwealth Equity Services
Sowa Financial Group
Kestra Advisory Services
LPL Financial
Advisor Group Holdings
J.w. Cole Advisors
Susquehanna International
Processus Wealth & Capital Management
Cambridge Investment Research Advisors
Envestnet Asset Management
Colony
Essex Private Wealth Management
Sunbelt Securities
Essex Financial Services
Wagner Bowman Management

View all funds holding Fidelity Covington Trust