KIG
FQAL icon

Kowal Investment Group’s Fidelity Quality Factor ETF FQAL Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-46
Closed -$2K – 415
2021
Q3 		$2K Buy
+46
New +$2.36K ﹤0.01% 799

Other funds holding FQAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Kowal Investment Group's FQAL Position: Q4 2021 in Review

Kowal Investment Group sold out of Fidelity Quality Factor ETF (FQAL) in Q4 2021, closing a stake of 46 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in FQAL in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 62 funds tracked by Wall St. Rank hold FQAL as of Q4 2021.

  • Kowal Investment Group reported no remaining Fidelity Quality Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 46 Fidelity Quality Factor ETF shares in Q4 2021, an estimated $2K.
  • Kowal Investment Group first reported a position in Fidelity Quality Factor ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Fidelity Quality Factor ETF position peaked at $2K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.