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Orgel Wealth Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

Orgel Wealth Management’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 		$72.1M Sell
885,647
-14,441
-2% -$1.14M 1.37% 18
2026
Q1 		$65.3M Sell
900,088
-9,498
-1% -$719K 1.41% 19
2025
Q4 		$68.8M Sell
909,586
-22,691
-2% -$1.7M 1.52% 18
2025
Q3 		$69.7M Sell
932,277
-18,761
-2% -$1.35M 1.59% 18
2025
Q2 		$66.2M Buy
951,038
+6,648
+0.7% +$434K 1.6% 18
2025
Q1 		$60.6M Sell
944,390
-20,383
-2% -$1.35M 1.57% 17
2024
Q4 		$63.1M Sell
964,773
-19,892
-2% -$1.32M 1.65% 18
2024
Q3 		$63.9M Sell
984,665
-912,918
-48% -$57M 1.6% 17
2024
Q2 		$116M Sell
1,897,583
-137,188
-7% -$8.06M 3.14% 13
2024
Q1 		$120M Buy
+2,034,771
New +$114M 3.29% 12

Other funds holding FQAL

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Orgel Wealth Management's FQAL Position: Q2 2026 in Review

Orgel Wealth Management reduced its Fidelity Quality Factor ETF (FQAL) stake by 1.6% in Q2 2026, selling an estimated $1.14M and leaving 885,647 shares worth $72.1M. The position accounts for 1.37% of the portfolio, ranked #18.

Orgel Wealth Management first reported a position in FQAL in Q1 2024 and has held it in 10 quarters since. The position peaked at $120M in Q1 2024. 16 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • Orgel Wealth Management held 885,647 shares of Fidelity Quality Factor ETF worth $72.1M as of Q2 2026.
  • Orgel Wealth Management sold 14,441 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $1.14M.
  • Fidelity Quality Factor ETF made up 1.37% of Orgel Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Orgel Wealth Management first reported a position in Fidelity Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • Orgel Wealth Management's Fidelity Quality Factor ETF position peaked at $120M in Q1 2024.
  • 16 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.