CFO4Life Group’s Fidelity Quality Factor ETF FQAL Stock Holding History

CFO4Life Group’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	$229K	Buy	2,820 +9	+0.3%	+$710	0.03%	217
2026 Q1	$204K	Buy	2,811 +10	+0.4%	+$757	0.03%	198
2025 Q4	$212K	Buy	2,801 +8	+0.3%	+$600	0.03%	222
2025 Q3	$209K	Buy	+2,793	New	+$201K	0.03%	216
2023 Q1	–	Sell	-76,347	Closed	-$3.39M	–	175
2022 Q4	$3.39M	Buy	+76,347	New	+$3.4M	0.72%	28

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

CFO4Life Group's FQAL Position: Q2 2026 in Review

CFO4Life Group increased its Fidelity Quality Factor ETF (FQAL) stake by 0.32% in Q2 2026, buying an estimated $710 and bringing the position to 2,820 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #217.

CFO4Life Group first reported a position in FQAL in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.39M in Q4 2022. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

CFO4Life Group held 2,820 shares of Fidelity Quality Factor ETF worth $229K as of Q2 2026.
CFO4Life Group bought 9 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $710.
Fidelity Quality Factor ETF made up 0.03% of CFO4Life Group's portfolio in Q2 2026, its #217 holding.
CFO4Life Group first reported a position in Fidelity Quality Factor ETF in Q4 2022 and has held it in 5 quarters since.
CFO4Life Group's Fidelity Quality Factor ETF position peaked at $3.39M in Q4 2022.
159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.