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Fidelity Covington Trust shares owned by IAG Wealth Partners

Quarter-by-quarter ownership of Fidelity Covington Trust (FESM) shares owned by IAG Wealth Partners from 13F filings

Historical chart of IAG Wealth Partners investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 87k 36.56
2025-06-30 $2.5M 80k 31.99
2025-03-31 $2.9M 100k 29.48

More positions owned by IAG Wealth Partners

Jpmorgan Active MF Closed and MF Open (JBND)
Spdr Portfolio MF Closed and MF Open (SPLG)
Goldman Sachs MF Closed and MF Open (GSLC)
Nyli Mackay MF Closed and MF Open (MMIT)
Avantis Intl MF Closed and MF Open (AVIV)
Wisdomtree U S MF Closed and MF Open (DLN)
Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (DIVB)
Wisdomtree U S MF Closed and MF Open (DON)
Goldman Sachs MF Closed and MF Open (GSIE)
Vanguard Growth MF Closed and MF Open (VUG)
Simplify Managed MF Closed and MF Open (CTA)
Pgim Ultra MF Closed and MF Open (PULS)
Invesco Large MF Closed and MF Open (PWV)
Jpmorgan MF Closed and MF Open (JMUB)

View all positions for IAG Wealth Partners

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
TruWealth Advisors
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Wellington Management Company
Envestnet Asset Management
Little House Capital
Prime Capital Investment Advisors

View all funds holding Fidelity Covington Trust