Beaumont Financial Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

Beaumont Financial Advisors’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 Q2	$344K	Buy	4,231 +118	+3%	+$9.31K	0.02%	297
2026 Q1	$299K	Buy	4,113 +59	+1%	+$4.47K	0.02%	296
2025 Q4	$306K	Buy	4,054 +244	+6%	+$18.3K	0.02%	292
2025 Q3	$285K	Buy	+3,810	New	+$275K	0.02%	321
2025 Q2	–	Sell	-3,967	Closed	-$255K	–	386
2025 Q1	$255K	Buy	3,967 +99	+3%	+$6.58K	0.02%	314
2024 Q4	$253K	Sell	3,868 -67	-2%	-$4.45K	0.02%	321
2024 Q3	$255K	Buy	+3,935	New	+$246K	0.02%	297
2024 Q2	–	Sell	-5,095	Closed	-$300K	–	368
2024 Q1	$300K	Buy	+5,095	New	+$286K	0.02%	277
2022 Q2	–	Sell	-4,971	Closed	-$260K	–	321
2022 Q1	$260K	Sell	4,971 -1,354	-21%	-$70.1K	0.02%	304
2021 Q4	$355K	Sell	6,325 -143	-2%	-$7.66K	0.03%	256
2021 Q3	$322K	Sell	6,468 -3,807	-37%	-$195K	0.02%	262
2021 Q2	$479K	Buy	10,275 +3,079	+43%	+$147K	0.04%	217
2021 Q1	$327K	Sell	7,196 -5,950	-45%	-$263K	0.03%	257
2020 Q4	$566K	Sell	13,146 -6,065	-32%	-$249K	0.05%	185
2020 Q3	$750K	Buy	19,211 +12,338	+180%	+$479K	0.07%	163
2020 Q2	$250K	Buy	+6,873	New	+$239K	0.03%	246
2020 Q1	–	Sell	-69,355	Closed	-$2.61M	–	252
2019 Q4	$2.61M	Sell	69,355 -889	-1%	-$32.2K	0.26%	76
2019 Q3	$2.46M	Buy	70,244 +6,275	+10%	+$220K	0.25%	84
2019 Q2	$2.22M	Buy	+63,969	New	+$2.19M	0.23%	80

Other funds holding FQAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

RWM

Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Beaumont Financial Advisors's FQAL Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Fidelity Quality Factor ETF (FQAL) stake by 2.9% in Q2 2026, buying an estimated $9.31K and bringing the position to 4,231 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #297.

Beaumont Financial Advisors first reported a position in FQAL in Q2 2019 and has held it in 19 quarters since. The position peaked at $2.61M in Q4 2019. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

Beaumont Financial Advisors held 4,231 shares of Fidelity Quality Factor ETF worth $344K as of Q2 2026.
Beaumont Financial Advisors bought 118 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $9.31K.
Fidelity Quality Factor ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #297 holding.
Beaumont Financial Advisors first reported a position in Fidelity Quality Factor ETF in Q2 2019 and has held it in 19 quarters since.
Beaumont Financial Advisors's Fidelity Quality Factor ETF position peaked at $2.61M in Q4 2019.
159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.