Action Point Financial Planning’s Fidelity International Value Factor ETF FIVA Stock Holding History

Action Point Financial Planning’s Portfolio FIVA Stock Details FIVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.6K	Buy	+562	New	+$21K	﹤0.01%	1094

Other funds holding FIVA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Action Point Financial Planning's FIVA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity International Value Factor ETF (FIVA) in Q2 2026: 562 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings.

97 funds tracked by Wall St. Rank hold FIVA as of Q2 2026.

Action Point Financial Planning held 562 shares of Fidelity International Value Factor ETF worth $21.6K as of Q2 2026.
Fidelity International Value Factor ETF was a new Action Point Financial Planning position in Q2 2026.
Fidelity International Value Factor ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1094 holding.
97 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.