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Capital A Wealth Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-13
Closed -$834 – 593
2025
Q1 		$834 Hold
13
– – ﹤0.01% 555
2024
Q4 		$851 Buy
+13
New +$864 ﹤0.01% 576

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 22.9% 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
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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Capital A Wealth Management's FQAL Position: Q2 2025 in Review

Capital A Wealth Management sold out of Fidelity Quality Factor ETF (FQAL) in Q2 2025, closing a stake of 13 shares — an estimated $834 sold.

Capital A Wealth Management first reported a position in FQAL in Q4 2024 and held it in 2 quarters. The position peaked at $851 in Q4 2024. 126 funds tracked by Wall St. Rank hold FQAL as of Q2 2025.

  • Capital A Wealth Management reported no remaining Fidelity Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 13 Fidelity Quality Factor ETF shares in Q2 2025, an estimated $834.
  • Capital A Wealth Management first reported a position in Fidelity Quality Factor ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Fidelity Quality Factor ETF position peaked at $851 in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.