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

Investment Advisory Services’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 		$7.34M Buy
121,803
+9,694
+9% +$577K 2.12% 11
2026
Q1 		$6.19M Buy
112,109
+10,748
+11% +$618K 1.97% 13
2025
Q4 		$5.75M Buy
101,361
+7,248
+8% +$407K 1.8% 13
2025
Q3 		$5.24M Buy
94,113
+32,202
+52% +$1.75M 1.65% 15
2025
Q2 		$3.22M Buy
+61,911
New +$3.05M 1.07% 24

Other funds holding FDVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

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

Investment Advisory Services increased its Fidelity High Dividend ETF (FDVV) stake by 8.6% in Q2 2026, buying an estimated $577K and bringing the position to 121,803 shares worth $7.34M. The position accounts for 2.12% of the portfolio, ranked #11.

Investment Advisory Services first reported a position in FDVV in Q2 2025 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

  • Investment Advisory Services held 121,803 shares of Fidelity High Dividend ETF worth $7.34M as of Q2 2026.
  • Investment Advisory Services bought 9,694 Fidelity High Dividend ETF shares in Q2 2026, an estimated $577K.
  • Fidelity High Dividend ETF made up 2.12% of Investment Advisory Services's portfolio in Q2 2026, its #11 holding.
  • Investment Advisory Services first reported a position in Fidelity High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • 164 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.