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Fidelity Covington Trust shares owned by San Luis Wealth Advisors

Quarter-by-quarter ownership of Fidelity Covington Trust (FFSM) shares owned by San Luis Wealth Advisors from 13F filings

Historical chart of San Luis Wealth Advisors investment in Fidelity Covington Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Covington Trust by San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 193k 27.44
2024-06-30 $4.6M 181k 25.22

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Ishares Tr 10+ Yr Invst Grd (IGLB)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Vanguard Wellington Short Trm Tax Ex (VTES)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for San Luis Wealth Advisors

Top funds holding Fidelity Covington Trust

Evernest Financial Advisors
Commonwealth Equity Services
San Luis Wealth Advisors
Branch Banking & Trust Company
Dentgroup
Jpmorgan Chase & Co
Harbour Investments
Advisor Group Holdings
Susquehanna International
Envestnet Asset Management
Kestra Advisory Services
Mercer Global Advisors
Brian McDonald
Benjamin F. Edwards & Company
National Bank Of Canada /fi/

View all funds holding Fidelity Covington Trust