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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
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)
Ishares Tr Core Div Grwth (DGRO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr 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)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Min Vol (USMV)
Franklin Templeton Etf Tr Income Focus Etf (INCM)

View all positions for Summit Investment Advisory Services

Top funds holding Fidelity Covington Trust

FMR
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
LPL Financial
Summit Investment Advisory Services
Eaton Financial Holdings Company
Dahring | Cusmano
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
Retirement Income Solutions
FMA Wealth Management
Stifel Financial
Lincoln Capital
Susquehanna International

View all funds holding Fidelity Covington Trust