SageView Advisory Group’s Fidelity Quality Factor ETF FQAL Stock Holding History

SageView Advisory Group’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
2025 Q4	$12.6K	Buy	+167	New	+$12.5K	﹤0.01%	1625

Other funds holding FQAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $26.4B AUM 21.05% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SageView Advisory Group's FQAL Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Fidelity Quality Factor ETF (FQAL) in Q4 2025: 167 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1625 among its holdings.

144 funds tracked by Wall St. Rank hold FQAL as of Q4 2025.

SageView Advisory Group held 167 shares of Fidelity Quality Factor ETF worth $12.6K as of Q4 2025.
Fidelity Quality Factor ETF was a new SageView Advisory Group position in Q4 2025.
Fidelity Quality Factor ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1625 holding.
144 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.