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Fidelity Covington Trust shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Fidelity Covington Trust (FELV) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 31k 34.66
2025-06-30 $1.0M 32k 31.77

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View all positions for Summit Wealth Group Llc / Co

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