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Fidelity Covington Trust shares owned by Kerntke Otto McGlone Wealth Management Group

Quarter-by-quarter ownership of Fidelity Covington Trust (FFSM) shares owned by Kerntke Otto McGlone Wealth Management Group from 13F filings

Historical chart of Kerntke Otto McGlone Wealth Management Group investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Covington Trust held by Kerntke Otto McGlone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Covington Trust by Kerntke Otto McGlone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 391k 29.21
2025-06-30 $14M 503k 27.19
2025-03-31 $11M 425k 25.24

More positions owned by Kerntke Otto McGlone Wealth Management Group

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Covington Trust Fundamental Smal (FFSM)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Core High Dv Etf (HDV)
Wheaton Precious Metals Corp (WPM)
Microsoft Corporation (MSFT)
Sprott Asset Management Physical Gold Tr (PHYS)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Kerntke Otto McGlone Wealth Management Group

Top funds holding Fidelity Covington Trust

FMR
Evernest Financial Advisors
RFG Advisory
Kerntke Otto McGlone Wealth Management Group
Commonwealth Equity Services
MAI Wealth Advisors
Menora Mivtachim Holdings
SK Wealth Management
Sax Wealth Advisors
Wealth Quarterback
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
H D Vest Advisory Services
Dentgroup
Envestnet Asset Management

View all funds holding Fidelity Covington Trust