FFA
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Fortune Financial Advisors’s iShares AAA-A Rated Corporate Bond ETF QLTA Stock Holding History

Fortune Financial Advisors’s Portfolio QLTA Stock Details QLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,926
Closed -$236K – 97
2025
Q2 		$236K Sell
4,926
-294
-6% -$13.8K 0.19% 87
2025
Q1 		$248K Sell
5,220
-326
-6% -$15.4K 0.21% 85
2024
Q4 		$260K Sell
5,546
-109
-2% -$5.21K 0.24% 80
2024
Q3 		$278K Buy
5,655
+5
+0.1% +$241 0.25% 80
2024
Q2 		$265K Buy
5,650
+5
+0.1% +$234 0.16% 116
2024
Q1 		$268K Sell
5,645
-322
-5% -$15.3K 0.17% 117
2023
Q4 		$287K Sell
5,967
-118
-2% -$5.41K 0.2% 102
2023
Q3 		$274K Buy
6,085
+9
+0.1% +$417 0.21% 98
2023
Q2 		$287K Buy
+6,076
New +$288K 0.22% 97

Other funds holding QLTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return