FCOM — FIDELITY COVINGTON TRUST

Ownership history in Yoder Wealth Management, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in FIDELITY COVINGTON TRUST (FCOM). 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
3.26% (2025 Q4)
Avg. % of fund
2.06%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 97,690 +14,820 +17.9% 3.26% $7.2M $73.28
2025 Q3 ADDED 82,870 +6,605 +8.7% 2.78% $5.9M $70.82
2025 Q2 ADDED 76,265 +3,773 +5.2% 2.58% $4.9M $64.50
2025 Q1 ADDED 72,492 +5,608 +8.4% 2.30% $4.1M $55.85
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FCOM price (monthly, adj. close)

Other funds also holding FCOM

As of 2025 Q4 — sorted by position size

SOUTHERN CAPITAL ADVISORS, LLC 3Y 2.56% Crumly & Associates Inc. 3Y 2.44% Bellwether Advisors, LLC 3Y 2.34% Fischer Financial Services, Inc. 2.04% VICUS CAPITAL 3Y 7Y 1.99% Maltin Wealth Management, Inc. 3Y 1.7% Destiny Wealth Partners, LLC 3Y 1.7% Beckerman Institutional, LLC 0.92% Live Oak Investment Partners 3Y 0.79% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.72%
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