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Fidelity fund shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $22k 562 38.47

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Fidelity fund

Commonwealth Equity Services
FMR
Advisor Group Holdings
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Summit Wealth Group Llc / Co
Envestnet Asset Management
Royal Bank of Canada
Kingsview Wealth Management
Kestra Advisory Services
Holland Advisory Services
D.A. Davidson & Co.
OmniStar Financial Group
Jpmorgan Chase & Co

View all funds holding Fidelity fund