IMA Advisory Services’s Fidelity High Dividend ETF FDVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$544K Buy
9,031
+8,471
+1,513% +$504K 0.03% 229
2026
Q1
$30.9K Hold
560
– – ﹤0.01% 276
2025
Q4
$31.7K Hold
560
– – ﹤0.01% 277
2025
Q3
$31.2K Hold
560
– – ﹤0.01% 269
2025
Q2
$29.1K Hold
560
– – ﹤0.01% 260
2025
Q1
$27.8K Buy
+560
New +$28.3K ﹤0.01% 265

Other funds holding FDVV

IMA Advisory Services's FDVV Position: Q2 2026 in Review

IMA Advisory Services increased its Fidelity High Dividend ETF (FDVV) stake by 1,513% in Q2 2026, buying an estimated $504K and bringing the position to 9,031 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #229.

IMA Advisory Services first reported a position in FDVV in Q1 2025 and has held it in 6 quarters since. 516 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • IMA Advisory Services held 9,031 shares of Fidelity High Dividend ETF worth $544K as of Q2 2026.
  • IMA Advisory Services bought 8,471 Fidelity High Dividend ETF shares in Q2 2026, an estimated $504K.
  • Fidelity High Dividend ETF made up 0.03% of IMA Advisory Services's portfolio in Q2 2026, its #229 holding.
  • IMA Advisory Services first reported a position in Fidelity High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • 516 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.