FDMO β€” FIDELITY COVINGTON TRUST

Ownership history in Elevation Capital Advisory, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Elevation Capital Advisory, LLC reported a position in FIDELITY COVINGTON TRUST (FDMO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.8% (2025 Q4)
πŸ“Š Avg. % of fund
1.28%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    FDMO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 52,354 +29,127 +125.4% 1.80% $4.4M $83.84
2025 Q3 INITIATED 23,227 β€” β€” 0.77% $1.9M $82.90

🏒 Other funds also holding FDMO

As of 2025 Q4 β€” sorted by position size

Portfolio Strategies, Inc. 3Y 7Y 1.5% Retireful, LLC 3Y 0.44% Bryant Woods Investment Advisors, LLC 3Y 0.39% Mosley Wealth Management 0.28% Stonehearth Capital Management, LLC 3Y 7Y 0.22% Dentgroup LLC 3Y 0.17% Strategic Blueprint, LLC 3Y 7Y 0.16% Keystone Wealth Services, LLC 3Y 0.13% Darwin Wealth Management, LLC 3Y 7Y 0.11% ShoreHaven Wealth Partners, LLC 3Y 0.09%
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