Golden State Equity Partners’s Fidelity High Dividend ETF FDVV Stock Holding History

Golden State Equity Partners’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	$4.22K	Sell	70 -33	-32%	-$1.96K	0.01%	260
2026 Q1	$5.69K	Buy	+103	New	+$5.92K	﹤0.01%	1447

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

Golden State Equity Partners's FDVV Position: Q2 2026 in Review

Golden State Equity Partners reduced its Fidelity High Dividend ETF (FDVV) stake by 32% in Q2 2026, selling an estimated $1.96K and leaving 70 shares worth $4.22K. The position accounts for 0.01% of the portfolio, ranked #260.

Golden State Equity Partners first reported a position in FDVV in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.69K in Q1 2026. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Golden State Equity Partners held 70 shares of Fidelity High Dividend ETF worth $4.22K as of Q2 2026.
Golden State Equity Partners sold 33 Fidelity High Dividend ETF shares in Q2 2026, an estimated $1.96K.
Fidelity High Dividend ETF made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #260 holding.
Golden State Equity Partners first reported a position in Fidelity High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
Golden State Equity Partners's Fidelity High Dividend ETF position peaked at $5.69K in Q1 2026.
514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.