EWM
FLRG icon

Evolution Wealth Management’s Fidelity US Multifactor ETF FLRG Stock Holding History

Evolution Wealth Management’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.9K Hold
1,436
– – 0.03% 286
2026
Q1 		$52.8K Hold
1,436
– – 0.04% 259
2025
Q4 		$54.5K Hold
1,436
– – 0.05% 234
2025
Q3 		$55.2K Buy
1,436
+180
+14% +$6.65K 0.06% 195
2025
Q2 		$45.1K Buy
+1,256
New +$42.4K 0.06% 191

Other funds holding FLRG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Evolution Wealth Management's FLRG Position: Q2 2026 in Review

Evolution Wealth Management held its Fidelity US Multifactor ETF (FLRG) position steady in Q2 2026 at 1,436 shares worth $58.9K. The position accounts for 0.03% of the portfolio, ranked #286.

Evolution Wealth Management first reported a position in FLRG in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

  • Evolution Wealth Management held 1,436 shares of Fidelity US Multifactor ETF worth $58.9K as of Q2 2026.
  • Evolution Wealth Management left its Fidelity US Multifactor ETF share count unchanged in Q2 2026.
  • Fidelity US Multifactor ETF made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Evolution Wealth Management first reported a position in Fidelity US Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

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