Twin Peaks Wealth Advisors’s Fidelity International Value Factor ETF FIVA Stock Holding History

Twin Peaks Wealth Advisors’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	$231K	Buy	5,996 +5,585	+1,359%	+$209K	0.05%	203
2026 Q1	$14.3K	Buy	+411	New	+$14.8K	﹤0.01%	866
2025 Q3	–	Sell	-208	Closed	-$6.36K	–	851
2025 Q2	$6.36K	Buy	+208	New	+$5.79K	﹤0.01%	1176

Other funds holding FIVA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Twin Peaks Wealth Advisors's FIVA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Fidelity International Value Factor ETF (FIVA) stake by 1,359% in Q2 2026, buying an estimated $209K and bringing the position to 5,996 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #203.

Twin Peaks Wealth Advisors first reported a position in FIVA in Q2 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold FIVA as of Q2 2026.

Twin Peaks Wealth Advisors held 5,996 shares of Fidelity International Value Factor ETF worth $231K as of Q2 2026.
Twin Peaks Wealth Advisors bought 5,585 Fidelity International Value Factor ETF shares in Q2 2026, an estimated $209K.
Fidelity International Value Factor ETF made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #203 holding.
Twin Peaks Wealth Advisors first reported a position in Fidelity International Value Factor ETF in Q2 2025 and has held it in 3 quarters since.
96 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.