FYEE — FIDELITY GREENWOOD STREET TR

Ownership history in Advisory Resource Group  ·  2 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in FIDELITY GREENWOOD STREET TR (FYEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.39% (2025 Q4)
Avg. % of fund
1.38%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 275,109 +3,161 +1.2% 1.39% $7.9M $28.68
2025 Q3 INITIATED 271,948 — — 1.37% $7.6M $27.44
% of Fund (quarterly)    FYEE price (monthly, adj. close)

Other funds also holding FYEE

As of 2025 Q4 — sorted by position size

TBH Global Asset Management, LLC 3Y 1.05% KRAEMATON INVESTMENT ADVISORS, INC 3Y 0.71% HERBST GROUP, LLC 3Y 0.55% WEALTH EFFECTS LLC 3Y 0.34% Pasadena Private Wealth, LLC 3Y 7Y 0.16% Bleakley Financial Group, LLC 3Y 0.09% Concurrent Investment Advisors, LLC 0.08% Summit Wealth Partners, LLC 0.07% Newbridge Financial Services Group, Inc. 3Y 0.07% Kestra Investment Management, LLC 0.06%
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