PIS
FVAL icon

POM Investment Strategies’s Fidelity Value Factor ETF FVAL Stock Holding History

POM Investment Strategies’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
Q1 		– Sell
-107
Closed -$7.73K – 464
2025
Q4 		$7.73K Buy
+107
New +$7.55K ﹤0.01% 164

Other funds holding FVAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

POM Investment Strategies's FVAL Position: Q1 2026 in Review

POM Investment Strategies sold out of Fidelity Value Factor ETF (FVAL) in Q1 2026, closing a stake of 107 shares — an estimated $7.73K sold.

POM Investment Strategies first reported a position in FVAL in Q4 2025 and held it in 1 quarter. The position peaked at $7.73K in Q4 2025. 150 funds tracked by Wall St. Rank hold FVAL as of Q1 2026.

  • POM Investment Strategies reported no remaining Fidelity Value Factor ETF position as of Q1 2026 after selling out during the quarter.
  • POM Investment Strategies sold 107 Fidelity Value Factor ETF shares in Q1 2026, an estimated $7.73K.
  • POM Investment Strategies first reported a position in Fidelity Value Factor ETF in Q4 2025 and held it in 1 quarter.
  • POM Investment Strategies's Fidelity Value Factor ETF position peaked at $7.73K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.