Golden State Wealth Management’s Fidelity High Dividend ETF FDVV Stock Holding History

Golden State Wealth Management’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	$430K	Sell	7,133 -6,029	-46%	-$359K	0.04%	304
2026 Q1	$727K	Sell	13,162 -20,443	-61%	-$1.18M	0.08%	204
2025 Q4	$1.91M	Sell	33,605 -1,992	-6%	-$112K	0.2%	97
2025 Q3	$1.98M	Sell	35,597 -1,249	-3%	-$67.9K	0.22%	87
2025 Q2	$1.92M	Buy	+36,846	New	+$1.81M	0.23%	82

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 Wealth Management's FDVV Position: Q2 2026 in Review

Golden State Wealth Management reduced its Fidelity High Dividend ETF (FDVV) stake by 46% in Q2 2026, selling an estimated $359K and leaving 7,133 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #304.

Golden State Wealth Management first reported a position in FDVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.98M in Q3 2025. 513 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Golden State Wealth Management held 7,133 shares of Fidelity High Dividend ETF worth $430K as of Q2 2026.
Golden State Wealth Management sold 6,029 Fidelity High Dividend ETF shares in Q2 2026, an estimated $359K.
Fidelity High Dividend ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #304 holding.
Golden State Wealth Management first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
Golden State Wealth Management's Fidelity High Dividend ETF position peaked at $1.98M in Q3 2025.
513 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.