IAGL
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Innovative Advisory Group, LLC’s Fidelity High Dividend ETF FDVV Stock Holding History

Innovative Advisory Group, LLC’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
2025
Q3 		– Sell
-6
Closed -$312 – 259
2025
Q2 		$312 Hold
6
– – ﹤0.01% 232
2025
Q1 		$298 Hold
6
– – ﹤0.01% 217
2024
Q4 		$300 Buy
+6
New +$307 ﹤0.01% 208

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Bank of America
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RPGK
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Envestnet Asset Management
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Raymond James Financial
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Cetera Investment Advisers
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Innovative Advisory Group, LLC's FDVV Position: Q3 2025 in Review

Innovative Advisory Group, LLC sold out of Fidelity High Dividend ETF (FDVV) in Q3 2025, closing a stake of 6 shares — an estimated $312 sold.

Innovative Advisory Group, LLC first reported a position in FDVV in Q4 2024 and held it in 3 quarters. The position peaked at $312 in Q2 2025. 403 funds tracked by Wall St. Rank hold FDVV as of Q3 2025.

  • Innovative Advisory Group, LLC reported no remaining Fidelity High Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 6 Fidelity High Dividend ETF shares in Q3 2025, an estimated $312.
  • Innovative Advisory Group, LLC first reported a position in Fidelity High Dividend ETF in Q4 2024 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's Fidelity High Dividend ETF position peaked at $312 in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q3 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q3 2025, filed 23 Sep 2026.