Cornerstone Planning Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Cornerstone Planning 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	$1.17M	Buy	18,773 +149	+0.8%	+$8.86K	0.15%	65
2026 Q1	$1.09M	Buy	18,624 +17,808	+2,182%	+$1.02M	0.15%	68
2025 Q4	$47.4K	Buy	816 +706	+642%	+$39.7K	0.01%	367
2025 Q3	$6.16K	Hold	110	–	–	﹤0.01%	896
2025 Q2	$5.88K	Buy	+110	New	+$5.41K	﹤0.01%	687
2022 Q4	$2.19M	Buy	+57,445	New	+$2.11M	0.92%	24

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

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

KAS

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

Cornerstone Planning Group's FDVV Position: Q2 2026 in Review

Cornerstone Planning Group increased its Fidelity High Dividend ETF (FDVV) stake by 0.8% in Q2 2026, buying an estimated $8.86K and bringing the position to 18,773 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #65.

Cornerstone Planning Group first reported a position in FDVV in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.19M in Q4 2022. 332 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Cornerstone Planning Group held 18,773 shares of Fidelity High Dividend ETF worth $1.17M as of Q2 2026.
Cornerstone Planning Group bought 149 Fidelity High Dividend ETF shares in Q2 2026, an estimated $8.86K.
Fidelity High Dividend ETF made up 0.15% of Cornerstone Planning Group's portfolio in Q2 2026, its #65 holding.
Cornerstone Planning Group first reported a position in Fidelity High Dividend ETF in Q4 2022 and has held it in 6 quarters since.
Cornerstone Planning Group's Fidelity High Dividend ETF position peaked at $2.19M in Q4 2022.
332 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.