SEC 13F Intelligence

Usadvisors Wealth Management, LLC / FENI

Usadvisors Wealth Management, LLC’s Fidelity Covington Trust Position

Does Usadvisors Wealth Management, LLC own Fidelity Covington Trust (FENI)? Yes — 126.1K shares worth $5M (+1.51% of its 13F portfolio) as of Q1 2026, up from 119.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
126.1K
% of Portfolio
+1.51%
Quarters Held
2
currently held

Position History FENI

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026126.1K$5M+1.51%
Q4 2025119.9K$4M+1.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of FENI.