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Colonial River Investments’s Fidelity Quality Factor ETF FQAL Stock Holding History

Colonial River Investments’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
-3,200
Closed -$205K – 231
2025
Q1 		$205K Buy
+3,200
New +$213K 0.11% 190

Other funds holding FQAL

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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

Colonial River Investments's FQAL Position: Q2 2025 in Review

Colonial River Investments sold out of Fidelity Quality Factor ETF (FQAL) in Q2 2025, closing a stake of 3,200 shares — an estimated $205K sold.

Colonial River Investments first reported a position in FQAL in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 126 funds tracked by Wall St. Rank hold FQAL as of Q2 2025.

  • Colonial River Investments reported no remaining Fidelity Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Colonial River Investments sold 3,200 Fidelity Quality Factor ETF shares in Q2 2025, an estimated $205K.
  • Colonial River Investments first reported a position in Fidelity Quality Factor ETF in Q1 2025 and held it in 1 quarter.
  • Colonial River Investments's Fidelity Quality Factor ETF position peaked at $205K in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2025.

Based on Colonial River Investments's 13F filing for Q2 2025, filed 15 Jul 2025.