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Fidelity Greenwood Street Tr shares owned by Roxbury Financial

Quarter-by-quarter ownership of Fidelity Greenwood Street Tr (FHEQ) shares owned by Roxbury Financial from 13F filings

Historical chart of Roxbury Financial investment in Fidelity Greenwood Street Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Greenwood Street Tr by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $187k 6.1k 30.68
2025-06-30 $61k 2.1k 28.82
2025-03-31 $55k 2.0k 27.47
2024-12-31 $56k 2.0k 28.09

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Apple Stock (AAPL)
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Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

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