Cape Investment Advisory’s Fidelity Quality Factor ETF FQAL Stock Holding History

Cape Investment 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
2026 Q2	$1.06K	Buy	+13	New	+$1.02K	﹤0.01%	1325

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

Cape Investment Advisory's FQAL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Fidelity Quality Factor ETF (FQAL) in Q2 2026: 13 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #1325 among its holdings.

159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

Cape Investment Advisory held 13 shares of Fidelity Quality Factor ETF worth $1.06K as of Q2 2026.
Fidelity Quality Factor ETF was a new Cape Investment Advisory position in Q2 2026.
Fidelity Quality Factor ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1325 holding.
159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.