SEC 13F Intelligence

Blue Barn Wealth, LLC / FREL

Blue Barn Wealth, LLC’s Fidelity Covington Trust Position

Does Blue Barn Wealth, LLC own Fidelity Covington Trust (FREL)? Yes61.4K shares worth $2M (+2.40% of its 13F portfolio) as of Q4 2025, down from 130.3K shares the prior filed quarter.

Position Value
$2M
Q4 2025
Shares
61.4K
% of Portfolio
+2.40%
Quarters Held
19
currently held

Position History FREL

Reported value by quarter
Q2 ’21: $1MQ2 ’21Q3 ’21: $1MQ4 ’21: $1MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $1MQ4 ’22: $1MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ4 ’25: $2MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202561.4K$2M+2.40%
Q3 2025130.3K$4M+1.59%
Q2 2025120.8K$3M+1.54%
Q1 2025117.1K$3M+1.68%
Q4 2024110.6K$3M+1.58%
Q3 2024104.0K$3M+1.57%
Q2 2024100.5K$3M+1.42%
Q1 202495.2K$2M+1.39%
Q4 202392.1K$2M+1.46%
Q3 202385.0K$2M+1.27%
Q2 202376.3K$2M+1.24%
Q1 202364.4K$2M+0.99%
Q4 202259.9K$1M+0.98%
Q3 202261.9K$1M+1.05%
Q2 202257.6K$2M+1.20%
Q1 202256.4K$2M+1.27%
Q4 202137.3K$1M+0.99%
Q3 202137.3K$1M+0.99%
Q2 202133.6K$1M+1.05%

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