Signal Advisors Wealth, LLC FIDU — FIDELITY COVINGTON TRUST

Ownership history in Signal Advisors Wealth, LLC  ·  6 quarters on record

AI Ownership Summary

Signal Advisors Wealth, LLC reported FIDELITY COVINGTON TRUST (FIDU) in 6 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.14% in 2026 Q3. The latest visible filing shows FIDU at 0.14% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FIDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Signal Advisors Wealth, 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 Q3

FIDU was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q3

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 Signal Advisors Wealth, LLC held FIDU — position size vs. price
% of Fund (quarterly)    FIDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 35,294 +23,668 +203.6% 0.14% $3.1M 2026-10-13 $89.37
2026 Q2 ADDED — — — 11,626 +8,964 +336.7% 0.06% $1.2M 2026-08-04 $98.75
2026 Q1 ADDED — — — 2,662 +83 +3.2% 0.02% $230K 2026-04-17 $93.15
2025 Q4 ADDED — — — 2,579 +55 +2.2% 0.02% $213K 2026-01-13 $87.40
2025 Q3 REDUCED 32.5% +2.1% ❌ 2,524 -1,216 -32.5% 0.02% $207K 2025-10-10 $79.26
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Signal Advisors Wealth, LLC and FIDU

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

How long has Signal Advisors Wealth, LLC reported owning FIDU?

Signal Advisors Wealth, LLC reported FIDU across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported FIDU position in Signal Advisors Wealth, LLC's portfolio?

The largest reported portfolio weight for FIDU was 0.14% in 2026 Q3.

What is the latest reported FIDU position on this page?

The most recent filing on this page is 2026 Q3, when Signal Advisors Wealth, LLC reported 35,294 shares, equal to 0.14% of portfolio, with an estimated market value of $3.1M.

What does the chart on this FIDU ownership page compare?

The chart compares Signal Advisors Wealth, LLC's quarterly FIDU 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 Signal Advisors Wealth, LLC time their FIDU position?

Based on 13F filing dates vs. subsequent FIDU price moves, Signal Advisors Wealth, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on FIDU relative to SPY over the holding period was +2738.3%.

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