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Avion Wealth’s Fidelity International Value Factor ETF FIVA Stock Holding History

Avion Wealth’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
Q3 		– Sell
-19
Closed – – 1502
2026
Q2 		$0 Hold
19
– – ﹤0.01% 1525
2026
Q1 		$0 Buy
+19
New +$685 ﹤0.01% 1362

Other funds holding FIVA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Summit Wealth Group (Colorado)
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return
Holland Advisory Services
Holland Advisory Services Ormond Beach, Florida $95.6M AUM 18.26% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
OmniStar Financial Group
OmniStar Financial Group Wilmington, North Carolina $230M AUM 17.58% 1-Year Est. Return
Midwest Financial Network
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Avion Wealth's FIVA Position: Q3 2026 in Review

Avion Wealth sold out of Fidelity International Value Factor ETF (FIVA) in Q3 2026, closing a stake of 19 shares.

Avion Wealth first reported a position in FIVA in Q1 2026 and held it in 2 quarters. The position peaked at $0 in Q2 2026. 58 funds tracked by Wall St. Rank hold FIVA as of Q3 2026.

  • Avion Wealth reported no remaining Fidelity International Value Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 19 Fidelity International Value Factor ETF shares in Q3 2026.
  • Avion Wealth first reported a position in Fidelity International Value Factor ETF in Q1 2026 and held it in 2 quarters.
  • Avion Wealth's Fidelity International Value Factor ETF position peaked at $0 in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.