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
2026 Q1	–	Sell	-167	Closed	-$12.6K	–	1250
2025 Q4	$12.6K	Buy	+167	New	+$12.5K	﹤0.01%	1625

Other funds holding FQAL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SageView Advisory Group's FQAL Position: Q1 2026 in Review

SageView Advisory Group sold out of Fidelity Quality Factor ETF (FQAL) in Q1 2026, closing a stake of 167 shares — an estimated $12.6K sold.

SageView Advisory Group first reported a position in FQAL in Q4 2025 and held it in 1 quarter. The position peaked at $12.6K in Q4 2025. 151 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

SageView Advisory Group reported no remaining Fidelity Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 167 Fidelity Quality Factor ETF shares in Q1 2026, an estimated $12.6K.
SageView Advisory Group first reported a position in Fidelity Quality Factor ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Fidelity Quality Factor ETF position peaked at $12.6K in Q4 2025.
151 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.