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Fidelity Covington Trust shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Fidelity Covington Trust (FESM) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $301k 8.0k 37.78
2025-06-30 $269k 8.4k 31.99

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View all positions for Summit Wealth Group Llc / Co

Top funds holding Fidelity Covington Trust

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Dynasty Wealth Management
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Wells Fargo & Company
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Raymond James Financial
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TruWealth Advisors
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View all funds holding Fidelity Covington Trust