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Fidelity Covington Trust shares owned by Summit Investment Advisory Services

Quarter-by-quarter ownership of Fidelity Covington Trust (FESM) shares owned by Summit Investment Advisory Services from 13F filings

Historical chart of Summit Investment Advisory Services investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Summit Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 313k 31.99
2025-06-30 $10M 313k 31.99
2025-03-31 $8.7M 294k 29.48
2024-12-31 $9.2M 285k 32.35

More positions owned by Summit Investment Advisory Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Fidelity Covington Trust Enhanced Small (FESM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Summit Investment Advisory Services

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