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Fidelity Covington Trust shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Fidelity Covington Trust (FESM) 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 $28k 750 36.99
2025-06-30 $15k 442 33.07
2025-03-31 $12k 442 27.99
2024-12-31 $15k 442 33.51

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
LPL Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Vantagepoint Investment Advisers
Cetera Investment Advisers
Calamos Wealth Management
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Wellington Management Company
Envestnet Asset Management
Little House Capital
Prime Capital Investment Advisors
Raymond James Financial

View all funds holding Fidelity Covington Trust