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Onyx Bridge Wealth Group’s Fidelity Value Factor ETF FVAL Stock Holding History

Onyx Bridge Wealth Group’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$237K Hold
3,044
– – 0.02% 341
2026
Q1 		$211K Hold
3,044
– – 0.02% 335
2025
Q4 		$220K Sell
3,044
-348
-10% -$24.6K 0.02% 327
2025
Q3 		$234K Buy
+3,392
New +$225K 0.03% 313

Other funds holding FVAL

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BAH
Beacon Advisors Holdings Austin, Texas $204M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $174M AUM 19.71% 1-Year Est. Return

Onyx Bridge Wealth Group's FVAL Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its Fidelity Value Factor ETF (FVAL) position steady in Q2 2026 at 3,044 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #341.

Onyx Bridge Wealth Group first reported a position in FVAL in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold FVAL as of Q2 2026.

  • Onyx Bridge Wealth Group held 3,044 shares of Fidelity Value Factor ETF worth $237K as of Q2 2026.
  • Onyx Bridge Wealth Group left its Fidelity Value Factor ETF share count unchanged in Q2 2026.
  • Fidelity Value Factor ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #341 holding.
  • Onyx Bridge Wealth Group first reported a position in Fidelity Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.