Beverly Hills Private Wealth’s Fidelity Quality Factor ETF FQAL Stock Holding History

Beverly Hills Private 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 Q2	$356K	Sell	4,376 -7	-0.2%	-$552	0.07%	179
2026 Q1	$318K	Hold	4,383	–	–	0.05%	258
2025 Q4	$331K	Sell	4,383 -149	-3%	-$11.2K	0.06%	237
2025 Q3	$339K	Hold	4,532	–	–	0.06%	242
2025 Q2	$316K	Sell	4,532 -657	-13%	-$42.9K	0.06%	257
2025 Q1	$333K	Sell	5,189 -321	-6%	-$21.3K	0.07%	241
2024 Q4	$361K	Sell	5,510 -1,789	-25%	-$119K	0.07%	216
2024 Q3	$474K	Sell	7,299 -3,184	-30%	-$199K	0.1%	196
2024 Q2	$643K	Buy	10,483 +1,483	+16%	+$87.1K	0.14%	155
2024 Q1	$530K	Buy	9,000 +2,370	+36%	+$133K	0.12%	181
2023 Q4	$360K	Buy	+6,630	New	+$340K	0.09%	226

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

Beverly Hills Private Wealth's FQAL Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Fidelity Quality Factor ETF (FQAL) stake by 0.16% in Q2 2026, selling an estimated $552 and leaving 4,376 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #179.

Beverly Hills Private Wealth first reported a position in FQAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $643K in Q2 2024. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

Beverly Hills Private Wealth held 4,376 shares of Fidelity Quality Factor ETF worth $356K as of Q2 2026.
Beverly Hills Private Wealth sold 7 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $552.
Fidelity Quality Factor ETF made up 0.07% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #179 holding.
Beverly Hills Private Wealth first reported a position in Fidelity Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
Beverly Hills Private Wealth's Fidelity Quality Factor ETF position peaked at $643K in Q2 2024.
159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.