SPIA
FIVA

Steward Partners Investment Advisory’s Fidelity International Value Factor ETF FIVA Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$11.4K Buy
296
+186
+169% +$6.96K ﹤0.01% 3676
2026
Q1 		$3.83K Buy
110
+44
+67% +$1.59K ﹤0.01% 3879
2025
Q4 		$2.26K Hold
66
– – ﹤0.01% 3927
2025
Q3 		$2.06K Buy
+66
New +$2K ﹤0.01% 3915

Other funds holding FIVA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Steward Partners Investment Advisory's FIVA Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Fidelity International Value Factor ETF (FIVA) stake by 169% in Q2 2026, buying an estimated $6.96K and bringing the position to 296 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3676.

Steward Partners Investment Advisory first reported a position in FIVA in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold FIVA as of Q2 2026.

  • Steward Partners Investment Advisory held 296 shares of Fidelity International Value Factor ETF worth $11.4K as of Q2 2026.
  • Steward Partners Investment Advisory bought 186 Fidelity International Value Factor ETF shares in Q2 2026, an estimated $6.96K.
  • Fidelity International Value Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3676 holding.
  • Steward Partners Investment Advisory first reported a position in Fidelity International Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.