Cerity Partners
FQAL icon

Cerity Partners’s Fidelity Quality Factor ETF FQAL Stock Holding History

Cerity Partners’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 		$3.12M Buy
38,324
+1,855
+5% +$146K ﹤0.01% 1328
2026
Q1 		$2.65M Buy
36,469
+157
+0.4% +$11.9K ﹤0.01% 1325
2025
Q4 		$2.74M Buy
36,312
+532
+1% +$39.9K ﹤0.01% 1234
2025
Q3 		$2.67M Sell
35,780
-345
-1% -$24.9K ﹤0.01% 1154
2025
Q2 		$2.52M Buy
36,125
+14,923
+70% +$974K ﹤0.01% 1108
2025
Q1 		$1.36M Sell
21,202
-104
-0.5% -$6.91K ﹤0.01% 1296
2024
Q4 		$1.39M Sell
21,306
-881
-4% -$58.5K ﹤0.01% 1265
2024
Q3 		$1.44M Buy
22,187
+1,199
+6% +$74.9K ﹤0.01% 1244
2024
Q2 		$1.29M Sell
20,988
-348
-2% -$20.4K ﹤0.01% 1114
2024
Q1 		$1.26M Sell
21,336
-1,452
-6% -$81.6K ﹤0.01% 1173
2023
Q4 		$1.24M Sell
22,788
-2,777
-11% -$142K ﹤0.01% 915
2023
Q3 		$1.26M Sell
25,565
-401
-2% -$20.4K 0.01% 690
2023
Q2 		$1.31M Buy
+25,966
New +$1.25M 0.01% 841

Other funds holding FQAL

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's FQAL Position: Q2 2026 in Review

Cerity Partners increased its Fidelity Quality Factor ETF (FQAL) stake by 5.1% in Q2 2026, buying an estimated $146K and bringing the position to 38,324 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Cerity Partners first reported a position in FQAL in Q2 2023 and has held it in 13 quarters since. 152 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • Cerity Partners held 38,324 shares of Fidelity Quality Factor ETF worth $3.12M as of Q2 2026.
  • Cerity Partners bought 1,855 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $146K.
  • Fidelity Quality Factor ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1328 holding.
  • Cerity Partners first reported a position in Fidelity Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • 152 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.