FVAL — FIDELITY COVINGTON TRUST

Ownership history in ELEVATION WEALTH PARTNERS, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which ELEVATION WEALTH PARTNERS, LLC reported a position in FIDELITY COVINGTON TRUST (FVAL). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 18 — 0% 0.00% $1K $68.51
2025 Q2 UNCHANGED 18 — 0% 0.00% $1K $63.28
2025 Q1 UNCHANGED 18 — 0% 0.00% $1K $58.82
2024 Q4 UNCHANGED 18 — 0% 0.00% $1K $60.45
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% of Fund (quarterly)    FVAL price (monthly, adj. close)

Other funds also holding FVAL

As of 2025 Q4 — sorted by position size

BEACON ADVISORS HOLDINGS, LLC 7.28% Goodwin Investment Advisory 3Y 6.38% Custos Family Office, LLC 3Y 6.31% High Probability Advisors, LLC 4.14% Cedar Point Capital Partners, LLC 2.77% PRIMORIS WEALTH ADVISORS, LLC 3Y 2.0% Vantage Financial Partners, LLC 3Y 1.78% Forbes Financial Planning, Inc. 3Y 1.05% Bouvel Investment Partners, LLC 3Y 0.87% Dynamic Advisor Solutions LLC 3Y 7Y 0.67%
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