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Fidelity Covington Trust shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Fidelity Covington Trust (FENI) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $58M 1.6M 35.63
2025-06-30 $52M 1.6M 33.11

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Viatris Common Stock (VTRS)
Schwab Charles Corp Common Stock (SCHW)
Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)

View all positions for Cornerstone Planning Group

Top funds holding Fidelity Covington Trust

FMR
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
LPL Financial
Fragasso
Kestra Advisory Services
Syntegra Private Wealth Group
Raymond James Financial
Wells Fargo & Company
Goldman Sachs Group
Advisor Group Holdings
Cornerstone Planning Group
Orrstown Financial Services
Sanctuary Advisors
Ameriprise Financial

View all funds holding Fidelity Covington Trust