FQAL β€” FIDELITY COVINGTON TRUST

Ownership history in Centerline Wealth Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

Centerline Wealth Advisors, LLC reported FIDELITY COVINGTON TRUST (FQAL) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.85% in 2026 Q1. The latest visible filing shows FQAL at 0.85% 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 FQAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Centerline Wealth Advisors, 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
2026 Q1

FQAL was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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 Centerline Wealth Advisors, LLC held FQAL β€” position size vs. price
% of Fund (quarterly)    FQAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 32,661 +28,402 +666.9% 0.85% $2.4M 2026-04-14 $76.64
2025 Q4 INITIATED 4,259 β€” β€” 0.12% $322K 2026-01-08 $75.95

FAQ About Centerline Wealth Advisors, LLC and FQAL

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

How long has Centerline Wealth Advisors, LLC reported owning FQAL?

Centerline Wealth Advisors, LLC reported FQAL across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FQAL position in Centerline Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for FQAL was 0.85% in 2026 Q1.

What is the latest reported FQAL position on this page?

The most recent filing on this page is 2026 Q1, when Centerline Wealth Advisors, LLC reported 32,661 shares, equal to 0.85% of portfolio, with an estimated market value of $2.4M.

What does the chart on this FQAL ownership page compare?

The chart compares Centerline Wealth Advisors, LLC's quarterly FQAL 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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