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 Q2	$4.39M	Buy	53,922 +2,180	+4%	+$172K	0.81%	28
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 $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

Keystone Wealth Services's FQAL Position: Q2 2026 in Review

Keystone Wealth Services increased its Fidelity Quality Factor ETF (FQAL) stake by 4.2% in Q2 2026, buying an estimated $172K and bringing the position to 53,922 shares worth $4.39M. The position accounts for 0.81% of the portfolio, ranked #28.

Keystone Wealth Services first reported a position in FQAL in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

Keystone Wealth Services held 53,922 shares of Fidelity Quality Factor ETF worth $4.39M as of Q2 2026.
Keystone Wealth Services bought 2,180 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $172K.
Fidelity Quality Factor ETF made up 0.81% of Keystone Wealth Services's portfolio in Q2 2026, its #28 holding.
Keystone Wealth Services first reported a position in Fidelity Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
160 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.