Global Retirement Partners’s Fidelity Quality Factor ETF FQAL Stock Holding History

Global Retirement 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
2025 Q4	$158K	Buy	2,097 +5	+0.2%	+$375	﹤0.01%	1614
2025 Q3	$156K	Buy	2,092 +5	+0.2%	+$360	﹤0.01%	1304
2025 Q2	$145K	Buy	+2,087	New	+$136K	﹤0.01%	1247
2024 Q4	$129K	Buy	1,976 +1,772	+869%	+$118K	﹤0.01%	1152
2024 Q3	$13.2K	Hold	204	–	–	﹤0.01%	2175
2024 Q2	$12.5K	Hold	204	–	–	﹤0.01%	2217
2024 Q1	$12K	Buy	+204	New	+$11.5K	﹤0.01%	2040
2023 Q4	–	Sell	-46	Closed	-$2.25K	–	3402
2023 Q3	$2.25K	Hold	46	–	–	﹤0.01%	2493
2023 Q2	$2.31K	Hold	46	–	–	﹤0.01%	2493
2023 Q1	$2.15K	Hold	46	–	–	﹤0.01%	2486
2022 Q4	$2.02K	Buy	46 +1	+2%	+$45	﹤0.01%	2361
2022 Q3	$2K	Hold	45	–	–	﹤0.01%	2234
2022 Q2	$2K	Hold	45	–	–	﹤0.01%	2196
2022 Q1	$2K	Buy	+45	New	+$2.33K	﹤0.01%	2178

Other funds holding FQAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $26.4B AUM 21.05% 1-Year Est. Return

RWML

RAFFA WEALTH MANAGEMENT, LLC 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Global Retirement Partners's FQAL Position: Q4 2025 in Review

Global Retirement Partners increased its Fidelity Quality Factor ETF (FQAL) stake by 0.24% in Q4 2025, buying an estimated $375 and bringing the position to 2,097 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Global Retirement Partners first reported a position in FQAL in Q1 2022 and has held it in 14 quarters since. 145 funds tracked by Wall St. Rank hold FQAL as of Q4 2025.

Global Retirement Partners held 2,097 shares of Fidelity Quality Factor ETF worth $158K as of Q4 2025.
Global Retirement Partners bought 5 Fidelity Quality Factor ETF shares in Q4 2025, an estimated $375.
Fidelity Quality Factor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1614 holding.
Global Retirement Partners first reported a position in Fidelity Quality Factor ETF in Q1 2022 and has held it in 14 quarters since.
145 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.