Keystone Wealth Services’s Fidelity Quality Factor ETF FQAL Stock Holding History

Keystone Wealth Services’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	$3.76M	Buy	51,742 +252	+0.5%	+$19.1K	0.8%	26
2025 Q4	$3.89M	Buy	51,490 +838	+2%	+$62.9K	0.82%	28
2025 Q3	$3.78M	Buy	50,652 +45,053	+805%	+$3.25M	0.83%	25
2025 Q2	$390K	Buy	5,599 +1,608	+40%	+$105K	0.09%	201
2025 Q1	$256K	Hold	3,991	–	–	0.07%	229
2024 Q4	$261K	Buy	+3,991	New	+$265K	0.07%	216

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Keystone Wealth Services's FQAL Position: Q1 2026 in Review

Keystone Wealth Services increased its Fidelity Quality Factor ETF (FQAL) stake by 0.49% in Q1 2026, buying an estimated $19.1K and bringing the position to 51,742 shares worth $3.76M. The position accounts for 0.8% of the portfolio, ranked #26.

Keystone Wealth Services first reported a position in FQAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.89M in Q4 2025. 148 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

Keystone Wealth Services held 51,742 shares of Fidelity Quality Factor ETF worth $3.76M as of Q1 2026.
Keystone Wealth Services bought 252 Fidelity Quality Factor ETF shares in Q1 2026, an estimated $19.1K.
Fidelity Quality Factor ETF made up 0.8% of Keystone Wealth Services's portfolio in Q1 2026, its #26 holding.
Keystone Wealth Services first reported a position in Fidelity Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Keystone Wealth Services's Fidelity Quality Factor ETF position peaked at $3.89M in Q4 2025.
148 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.