FIDU β€” FIDELITY COVINGTON TRUST

Ownership history in Buska Wealth Management, LLC  Β·  7 quarters on record

AI Ownership Summary

Buska Wealth Management, LLC reported FIDELITY COVINGTON TRUST (FIDU) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 2.95% in 2024 Q4. The latest visible filing shows FIDU at 1.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FIDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Buska Wealth Management, LLC's position in FIDELITY COVINGTON TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FIDU was reported at 1.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.95% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Buska Wealth Management, LLC held FIDU β€” position size vs. price
% of Fund (quarterly)    FIDU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 57,023 -22,992 -28.7% 1.74% $4.7M 2026-02-14 (Est.) $93.10
2025 Q3 REDUCED 80,015 -17,412 -17.9% 1.97% $6.6M 2025-11-12 $81.87
2025 Q2 REDUCED 97,427 -35,570 -26.7% 2.06% $7.6M 2025-07-14 $78.80
2025 Q1 ADDED 132,997 +2,009 +1.5% 2.85% $9.1M 2025-04-09 $65.91
2024 Q4 ADDED 130,988 +13,732 +11.7% 2.95% $9.2M 2025-03-04 $68.21
2024 Q3 ADDED 117,256 +15,242 +14.9% 2.94% $8.5M 2024-10-01 $70.72
2024 Q2 INITIATED 102,014 β€” β€” 2.64% $6.7M 2024-07-01 $63.09

FAQ About Buska Wealth Management, LLC and FIDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Buska Wealth Management, LLC reported owning FIDU?

Buska Wealth Management, LLC reported FIDU across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported FIDU position in Buska Wealth Management, LLC's portfolio?

The largest reported portfolio weight for FIDU was 2.95% in 2024 Q4.

What is the latest reported FIDU position on this page?

The most recent filing on this page is 2025 Q4, when Buska Wealth Management, LLC reported 57,023 shares, equal to 1.74% of portfolio, with an estimated market value of $4.7M.

What does the chart on this FIDU ownership page compare?

The chart compares Buska Wealth Management, LLC's quarterly FIDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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