Balance Wealth’s Fidelity Quality Factor ETF FQAL Stock Holding History

Balance Wealth’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
2026 Q3	$484	Buy	+6	New	+$500	﹤0.01%	895

Other funds holding FQAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Balance Wealth's FQAL Position: Q3 2026 in Review

Balance Wealth opened a new position in Fidelity Quality Factor ETF (FQAL) in Q3 2026: 6 shares worth $484. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings.

138 funds tracked by Wall St. Rank hold FQAL as of Q3 2026.

Balance Wealth held 6 shares of Fidelity Quality Factor ETF worth $484 as of Q3 2026.
Fidelity Quality Factor ETF was a new Balance Wealth position in Q3 2026.
Fidelity Quality Factor ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #895 holding.
138 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.