Prosperity Planning’s Fidelity International Value Factor ETF FIVA Stock Holding History

Prosperity Planning’s Portfolio FIVA Stock Details FIVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$224K	Hold	5,889	–	–	0.05%	113
2026 Q2	$227K	Sell	5,889 -163	-3%	-$6.1K	0.05%	108
2026 Q1	$211K	Sell	6,052 -376	-6%	-$13.6K	0.05%	105
2025 Q4	$220K	Sell	6,428 -158	-2%	-$5.12K	0.06%	104
2025 Q3	$206K	Buy	+6,586	New	+$200K	0.06%	106
2024 Q4	–	Sell	-7,744	Closed	-$206K	–	104
2024 Q3	$206K	Buy	+7,744	New	+$200K	0.07%	102
2023 Q2	–	Sell	-8,880	Closed	-$201K	–	90
2023 Q1	$201K	Buy	+8,880	New	+$200K	0.09%	88

Other funds holding FIVA

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

BWM

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Prosperity Planning's FIVA Position: Q3 2026 in Review

Prosperity Planning held its Fidelity International Value Factor ETF (FIVA) position steady in Q3 2026 at 5,889 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #113.

Prosperity Planning first reported a position in FIVA in Q1 2023 and has held it in 7 quarters since. The position peaked at $227K in Q2 2026. 18 funds tracked by Wall St. Rank hold FIVA as of Q3 2026.

Prosperity Planning held 5,889 shares of Fidelity International Value Factor ETF worth $224K as of Q3 2026.
Prosperity Planning left its Fidelity International Value Factor ETF share count unchanged in Q3 2026.
Fidelity International Value Factor ETF made up 0.05% of Prosperity Planning's portfolio in Q3 2026, its #113 holding.
Prosperity Planning first reported a position in Fidelity International Value Factor ETF in Q1 2023 and has held it in 7 quarters since.
Prosperity Planning's Fidelity International Value Factor ETF position peaked at $227K in Q2 2026.
18 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.