Golden State Wealth Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

Golden State Wealth Management’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	$9.85K	Hold	121	–	–	﹤0.01%	1126
2026 Q1	$8.79K	Hold	121	–	–	﹤0.01%	1114
2025 Q4	$9.15K	Hold	121	–	–	﹤0.01%	1131
2025 Q3	$9.04K	Hold	121	–	–	﹤0.01%	1123
2025 Q2	$8.43K	Hold	121	–	–	﹤0.01%	1118
2025 Q1	$7.76K	Buy	+121	New	+$8.04K	﹤0.01%	1068

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

Golden State Wealth Management's FQAL Position: Q2 2026 in Review

Golden State Wealth Management held its Fidelity Quality Factor ETF (FQAL) position steady in Q2 2026 at 121 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Golden State Wealth Management first reported a position in FQAL in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

Golden State Wealth Management held 121 shares of Fidelity Quality Factor ETF worth $9.85K as of Q2 2026.
Golden State Wealth Management left its Fidelity Quality Factor ETF share count unchanged in Q2 2026.
Fidelity Quality Factor ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1126 holding.
Golden State Wealth Management first reported a position in Fidelity Quality Factor ETF in Q1 2025 and has held it in 6 quarters since.
159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.