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Fidelity Greenwood Street Tr shares owned by Peterson Wealth Advisors

Quarter-by-quarter ownership of Fidelity Greenwood Street Tr (FHEQ) shares owned by Peterson Wealth Advisors from 13F filings

Historical chart of Peterson Wealth Advisors investment in Fidelity Greenwood Street Tr

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All positions including Fidelity Greenwood Street Tr held by Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Greenwood Street Tr by Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 34k 30.65
2025-06-30 $1.0M 36k 28.82
2025-03-31 $1.0M 40k 25.45

More positions owned by Peterson Wealth Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p400 (SPMD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr Series Trust Portfolio S&p600 (SPSM)
Global X Fds 1-3 Month T-bill (CLIP)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Peterson Wealth Advisors

Top funds holding Fidelity Greenwood Street Tr

FMR
Envestnet Asset Management
Stifel Financial
Branch Banking & Trust Company
Commonwealth Equity Services
Sunbelt Securities
Anson Capital
Kestra Advisory Services
InTrack Investment Management
Wealth Quarterback
Demars Financial Group
Advisor Group Holdings
Grant Private Wealth Management
Peterson Wealth Advisors
CRA Financial Services

View all funds holding Fidelity Greenwood Street Tr