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FQAL icon

Axiom Advisory’s Fidelity Quality Factor ETF FQAL Stock Holding History

Axiom Advisory’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
2024
Q3 		$355K Buy
5,696
+120
+2% +$7.5K ﹤0.01% 246
2024
Q2 		$328K Buy
+5,576
New +$328K ﹤0.01% 247

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $26.4B AUM 21.05% 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 $967M AUM 25.11% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 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 $71.6B AUM 21.08% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Axiom Advisory's FQAL Position: Q3 2024 in Review

Axiom Advisory increased its Fidelity Quality Factor ETF (FQAL) stake by 2.2% in Q3 2024, buying an estimated $7.5K and bringing the position to 5,696 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Axiom Advisory first reported a position in FQAL in Q2 2024 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold FQAL as of Q3 2024.

  • Axiom Advisory held 5,696 shares of Fidelity Quality Factor ETF worth $355K as of Q3 2024.
  • Axiom Advisory bought 120 Fidelity Quality Factor ETF shares in Q3 2024, an estimated $7.5K.
  • Fidelity Quality Factor ETF made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #246 holding.
  • Axiom Advisory first reported a position in Fidelity Quality Factor ETF in Q2 2024 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.