FIVA — FIDELITY COVINGTON TRUST

Ownership history in Prosperity Planning, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in FIDELITY COVINGTON TRUST (FIVA). 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.

Peak position
0.09% (2023 Q1)
Avg. % of fund
0.07%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,428 -158 -2.4% 0.06% $220K $33.93
2025 Q3 REDUCED 6,586 -1,158 -15.0% 0.06% $206K $30.87
2024 Q3 REDUCED 7,744 -1,136 -12.8% 0.07% $206K $25.40
2023 Q1 INITIATED 8,880 — — 0.09% $201K $20.45
% of Fund (quarterly)    FIVA price (monthly, adj. close)

Other funds also holding FIVA

As of 2025 Q4 — sorted by position size

OmniStar Financial Group, Inc. 3Y 7Y 0.89% Cadent Capital Advisors, LLC 3Y 0.61% Align Financial, LLC 0.56% Inspire Advisors, LLC 3Y 0.45% Dentgroup LLC 3Y 0.16% Beirne Wealth Consulting Services, LLC 3Y 7Y 0.09% High Falls Advisors, Inc 3Y 7Y 0.08% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.07% Asset Allocation Strategies LLC 3Y 0.04% GREAT VALLEY ADVISOR GROUP, INC. 3Y 0.03%
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