IFC & Insurance Marketing’s Fidelity Quality Factor ETF FQAL Stock Holding History

IFC & Insurance Marketing’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 Q1	–	Sell	-35	Closed	-$3K	–	270
2025 Q4	$3K	Buy	+35	New	+$2.63K	﹤0.01%	582

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 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 $110B AUM 26.29% 1-Year Est. Return

IFC & Insurance Marketing's FQAL Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Fidelity Quality Factor ETF (FQAL) in Q1 2026, closing a stake of 35 shares — an estimated $3K sold.

IFC & Insurance Marketing first reported a position in FQAL in Q4 2025 and held it in 1 quarter. The position peaked at $3K in Q4 2025. 151 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

IFC & Insurance Marketing reported no remaining Fidelity Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 35 Fidelity Quality Factor ETF shares in Q1 2026, an estimated $3K.
IFC & Insurance Marketing first reported a position in Fidelity Quality Factor ETF in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Fidelity Quality Factor ETF position peaked at $3K in Q4 2025.
151 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.