Cyndeo Wealth Partners’s Fidelity Quality Factor ETF FQAL Stock Holding History

Cyndeo Wealth 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	$324K	Sell	3,978 -784	-16%	-$61.8K	0.02%	427
2026 Q1	$346K	Sell	4,762 -995	-17%	-$75.3K	0.02%	387
2025 Q4	$435K	Sell	5,757 -190	-3%	-$14.3K	0.02%	336
2025 Q3	$444K	Buy	5,947 +100	+2%	+$7.21K	0.02%	326
2025 Q2	$407K	Buy	5,847 +531	+10%	+$34.7K	0.02%	329
2025 Q1	$341K	Buy	+5,316	New	+$353K	0.02%	344

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

Cyndeo Wealth Partners's FQAL Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Fidelity Quality Factor ETF (FQAL) stake by 16% in Q2 2026, selling an estimated $61.8K and leaving 3,978 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #427.

Cyndeo Wealth Partners first reported a position in FQAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $444K in Q3 2025. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

Cyndeo Wealth Partners held 3,978 shares of Fidelity Quality Factor ETF worth $324K as of Q2 2026.
Cyndeo Wealth Partners sold 784 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $61.8K.
Fidelity Quality Factor ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #427 holding.
Cyndeo Wealth Partners first reported a position in Fidelity Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
Cyndeo Wealth Partners's Fidelity Quality Factor ETF position peaked at $444K in Q3 2025.
159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.