Elevation Capital Advisory’s Fidelity Quality Factor ETF FQAL Stock Holding History

Elevation Capital Advisory’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	$802K	Buy	+9,854	New	+$777K	0.31%	57

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

Elevation Capital Advisory's FQAL Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in Fidelity Quality Factor ETF (FQAL) in Q2 2026: 9,854 shares worth $802K. The stake represents 0.31% of the portfolio and ranks #57 among its holdings.

159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

Elevation Capital Advisory held 9,854 shares of Fidelity Quality Factor ETF worth $802K as of Q2 2026.
Fidelity Quality Factor ETF was a new Elevation Capital Advisory position in Q2 2026.
Fidelity Quality Factor ETF made up 0.31% of Elevation Capital Advisory's portfolio in Q2 2026, its #57 holding.
159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.