Carbahal Olsen Financial Services Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Carbahal Olsen Financial Services Group’s Portfolio FDVV Stock Details FDVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.86M	Buy	130,417 +1,369	+1%	+$81.4K	5.46%	6
2026 Q1	$7.13M	Buy	129,048 +2,008	+2%	+$115K	5.7%	6
2025 Q4	$7.2M	Buy	127,040 +3,094	+2%	+$174K	5.53%	6
2025 Q3	$6.91M	Buy	123,946 +192	+0.2%	+$10.4K	5.54%	6
2025 Q2	$6.44M	Buy	123,754 +1,653	+1%	+$81.3K	5.49%	6
2025 Q1	$6.06M	Buy	122,101 +948	+0.8%	+$48K	5.75%	6
2024 Q4	$6.05M	Buy	+121,153	New	+$6.21M	5.58%	6

Other funds holding FDVV

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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Carbahal Olsen Financial Services Group's FDVV Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group increased its Fidelity High Dividend ETF (FDVV) stake by 1.1% in Q2 2026, buying an estimated $81.4K and bringing the position to 130,417 shares worth $7.86M. The position accounts for 5.46% of the portfolio, ranked #6.

Carbahal Olsen Financial Services Group first reported a position in FDVV in Q4 2024 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Carbahal Olsen Financial Services Group held 130,417 shares of Fidelity High Dividend ETF worth $7.86M as of Q2 2026.
Carbahal Olsen Financial Services Group bought 1,369 Fidelity High Dividend ETF shares in Q2 2026, an estimated $81.4K.
Fidelity High Dividend ETF made up 5.46% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #6 holding.
Carbahal Olsen Financial Services Group first reported a position in Fidelity High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
511 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.