BH
FQAL icon

Burk Holdings’s Fidelity Quality Factor ETF FQAL Stock Holding History

Burk Holdings’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 		$48.8K Hold
600
– – 0.02% 152
2026
Q1 		$43.6K Buy
+600
New +$45.4K 0.02% 155

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

Burk Holdings's FQAL Position: Q2 2026 in Review

Burk Holdings held its Fidelity Quality Factor ETF (FQAL) position steady in Q2 2026 at 600 shares worth $48.8K. The position accounts for 0.02% of the portfolio, ranked #152.

Burk Holdings first reported a position in FQAL in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • Burk Holdings held 600 shares of Fidelity Quality Factor ETF worth $48.8K as of Q2 2026.
  • Burk Holdings left its Fidelity Quality Factor ETF share count unchanged in Q2 2026.
  • Fidelity Quality Factor ETF made up 0.02% of Burk Holdings's portfolio in Q2 2026, its #152 holding.
  • Burk Holdings first reported a position in Fidelity Quality Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.