AWM
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Avior Wealth Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-89
Closed -$5.85K – 1313
2024
Q4 		$5.85K Buy
+89
New +$5.91K ﹤0.01% 1806

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 22.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avior Wealth Management's FQAL Position: Q1 2025 in Review

Avior Wealth Management sold out of Fidelity Quality Factor ETF (FQAL) in Q1 2025, closing a stake of 89 shares — an estimated $5.85K sold.

Avior Wealth Management first reported a position in FQAL in Q4 2024 and held it in 1 quarter. The position peaked at $5.85K in Q4 2024. 110 funds tracked by Wall St. Rank hold FQAL as of Q1 2025.

  • Avior Wealth Management reported no remaining Fidelity Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 89 Fidelity Quality Factor ETF shares in Q1 2025, an estimated $5.85K.
  • Avior Wealth Management first reported a position in Fidelity Quality Factor ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's Fidelity Quality Factor ETF position peaked at $5.85K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.