RFP
FQAL icon

RCS Financial Planning’s Fidelity Quality Factor ETF FQAL Stock Holding History

RCS Financial Planning’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 		$209K Sell
2,568
-3,499
-58% -$276K 0.1% 100
2026
Q1 		$440K Buy
+6,067
New +$459K 0.23% 71

Other funds holding FQAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

RCS Financial Planning's FQAL Position: Q2 2026 in Review

RCS Financial Planning reduced its Fidelity Quality Factor ETF (FQAL) stake by 58% in Q2 2026, selling an estimated $276K and leaving 2,568 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #100.

RCS Financial Planning first reported a position in FQAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $440K in Q1 2026. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • RCS Financial Planning held 2,568 shares of Fidelity Quality Factor ETF worth $209K as of Q2 2026.
  • RCS Financial Planning sold 3,499 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $276K.
  • Fidelity Quality Factor ETF made up 0.1% of RCS Financial Planning's portfolio in Q2 2026, its #100 holding.
  • RCS Financial Planning first reported a position in Fidelity Quality Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • RCS Financial Planning's Fidelity Quality Factor ETF position peaked at $440K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.