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Centerline Wealth Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

Centerline Wealth 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 		$2.66M Buy
32,734
+73
+0.2% +$5.76K 0.83% 30
2026
Q1 		$2.37M Buy
32,661
+28,402
+667% +$2.15M 0.85% 29
2025
Q4 		$322K Buy
+4,259
New +$320K 0.12% 47

Other funds holding FQAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
SAM
Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Centerline Wealth Advisors's FQAL Position: Q2 2026 in Review

Centerline Wealth Advisors increased its Fidelity Quality Factor ETF (FQAL) stake by 0.22% in Q2 2026, buying an estimated $5.76K and bringing the position to 32,734 shares worth $2.66M. The position accounts for 0.83% of the portfolio, ranked #30.

Centerline Wealth Advisors first reported a position in FQAL in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • Centerline Wealth Advisors held 32,734 shares of Fidelity Quality Factor ETF worth $2.66M as of Q2 2026.
  • Centerline Wealth Advisors bought 73 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $5.76K.
  • Fidelity Quality Factor ETF made up 0.83% of Centerline Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Centerline Wealth Advisors first reported a position in Fidelity Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.