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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
2025-03-31 $3.6M 143k 25.24
2024-12-31 $5.0M 186k 26.88
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)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Divid Etf (DIVB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Tesla Motors (TSLA)
Vanguard Specialized Funds Div App Etf (VIG)
Target Corporation (TGT)

View all positions for San Luis Wealth Advisors

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