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Pension & Wealth Management Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

Pension & Wealth Management Advisors’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 		$20.3K Hold
249
– – 0.01% 396
2026
Q1 		$18.1K Buy
249
+1
+0.4% +$76 0.01% 370
2025
Q4 		$18.8K Buy
248
+1
+0.4% +$75 0.01% 379
2025
Q3 		$18.5K Buy
+247
New +$17.8K 0.01% 362

Other funds holding FQAL

Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pension & Wealth Management Advisors's FQAL Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Fidelity Quality Factor ETF (FQAL) position steady in Q2 2026 at 249 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #396.

Pension & Wealth Management Advisors first reported a position in FQAL in Q3 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • Pension & Wealth Management Advisors held 249 shares of Fidelity Quality Factor ETF worth $20.3K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Fidelity Quality Factor ETF share count unchanged in Q2 2026.
  • Fidelity Quality Factor ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #396 holding.
  • Pension & Wealth Management Advisors first reported a position in Fidelity Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 152 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.