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Fidelity Greenwood Street Tr shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf Wealth Management investment in Fidelity Greenwood Street Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity Greenwood Street Tr by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 48k 27.46
2024-09-30 $747k 28k 27.04

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Opus Small Cap Value Etf Etf (OSCV)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Home Depot Stock (HD)
Microsoft Stock (MSFT)

View all positions for Sugarloaf Wealth Management

Top funds holding Fidelity Greenwood Street Tr

FMR
Sugarloaf Wealth Management
Mml Investors Services
Envestnet Asset Management
AE Wealth Management
Susquehanna International
Commonwealth Equity Services
Elser Financial Planning
Royal Bank of Canada

View all funds holding Fidelity Greenwood Street Tr