AAS
FQAL icon

Avantax Advisory Services’s Fidelity Quality Factor ETF FQAL Stock Holding History

Avantax Advisory Services’s Portfolio FQAL Stock Details FQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,031
Closed -$262K – 1335
2022
Q1 		$262K Buy
5,031
+878
+21% +$45.5K ﹤0.01% 1070
2021
Q4 		$233K Buy
+4,153
New +$222K ﹤0.01% 1100

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Avantax Advisory Services's FQAL Position: Q2 2022 in Review

Avantax Advisory Services sold out of Fidelity Quality Factor ETF (FQAL) in Q2 2022, closing a stake of 5,031 shares — an estimated $262K sold.

Avantax Advisory Services first reported a position in FQAL in Q4 2021 and held it in 2 quarters. The position peaked at $262K in Q1 2022. 57 funds tracked by Wall St. Rank hold FQAL as of Q2 2022.

  • Avantax Advisory Services reported no remaining Fidelity Quality Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 5,031 Fidelity Quality Factor ETF shares in Q2 2022, an estimated $262K.
  • Avantax Advisory Services first reported a position in Fidelity Quality Factor ETF in Q4 2021 and held it in 2 quarters.
  • Avantax Advisory Services's Fidelity Quality Factor ETF position peaked at $262K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.