PRIMORIS WEALTH ADVISORS, LLC FUTY — FIDELITY COVINGTON TRUST

Ownership history in PRIMORIS WEALTH ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

PRIMORIS WEALTH ADVISORS, LLC reported FIDELITY COVINGTON TRUST (FUTY) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 3.9% in 2026 Q1. The latest visible filing shows FUTY at 3.90% 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 FUTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRIMORIS 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

FUTY was reported at 3.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.9% 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
2024 Q3 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.

FUTY stock page PRIMORIS WEALTH ADVISORS, LLC fund profile PRIMORIS WEALTH ADVISORS, LLC full holdings
How PRIMORIS WEALTH ADVISORS, LLC held FUTY — position size vs. price
% of Fund (quarterly)    FUTY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 94,325 +65,650 +228.9% 3.90% $5.6M 2026-04-30 $60.40
2025 Q4 UNCHANGED — — — 28,675 — 0% 0.95% $1.6M 2026-02-03 $55.70
2025 Q3 REDUCED 38.2% -1.2% ✅ 28,675 -17,750 -38.2% 1.03% $1.6M 2025-10-27 $58.48
2025 Q2 ADDED — — — 46,425 +24,350 +110.3% 1.67% $2.4M 2025-07-29 $53.49
2025 Q1 REDUCED 55.3% +4.0% ❌ 22,075 -27,300 -55.3% 0.87% $1.1M 2025-04-24 $49.38
2024 Q4 REDUCED 13.2% +5.3% ❌ 49,375 -7,500 -13.2% 1.83% $2.4M 2025-02-13 $49.46
2024 Q3 INITIATED — — — 56,875 — — 2.14% $2.9M 2024-11-01 $48.12

🏢 Other funds also holding FUTY

As of 2026 Q1 — sorted by position size

Independence Financial Advisors, LLC 3.44% Targeted Financial Services LLC 2.77% TRAPHAGEN INVESTMENT ADVISORS LLC 1.9% High Point Wealth Management, LLC 1.78% Maltin Wealth Management, Inc. 3Y 1.61% SWEENEY & MICHEL, LLC 1.59% LifePlan Investment Advisors, Inc. 1.38% Yoder Wealth Management, Inc. 1.29% INVESTMENT MANAGEMENT CORP /VA/ /ADV 1.2% Conrad Siegel Investment Advisors, Inc. 3Y 0.82%

FAQ About PRIMORIS WEALTH ADVISORS, LLC and FUTY

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

How long has PRIMORIS WEALTH ADVISORS, LLC reported owning FUTY?

PRIMORIS WEALTH ADVISORS, LLC reported FUTY across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FUTY position in PRIMORIS WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for FUTY was 3.90% in 2026 Q1.

What is the latest reported FUTY position on this page?

The most recent filing on this page is 2026 Q1, when PRIMORIS WEALTH ADVISORS, LLC reported 94,325 shares, equal to 3.90% of portfolio, with an estimated market value of $5.6M.

What does the chart on this FUTY ownership page compare?

The chart compares PRIMORIS WEALTH ADVISORS, LLC's quarterly FUTY 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.

How well did PRIMORIS WEALTH ADVISORS, LLC time their FUTY position?

Based on 13F filing dates vs. subsequent FUTY price moves, PRIMORIS WEALTH ADVISORS, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on FUTY relative to SPY over the holding period was -1.4%.

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