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Silver Oak Securities’s Fidelity US Multifactor ETF FLRG Stock Holding History

Silver Oak Securities’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,461
Closed -$210K – 811
2025
Q4 		$210K Sell
5,461
-98
-2% -$3.73K 0.01% 744
2025
Q3 		$214K Buy
+5,559
New +$205K 0.02% 687

Other funds holding FLRG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Silver Oak Securities's FLRG Position: Q1 2026 in Review

Silver Oak Securities sold out of Fidelity US Multifactor ETF (FLRG) in Q1 2026, closing a stake of 5,461 shares — an estimated $210K sold.

Silver Oak Securities first reported a position in FLRG in Q3 2025 and held it in 2 quarters. The position peaked at $214K in Q3 2025. 45 funds tracked by Wall St. Rank hold FLRG as of Q1 2026.

  • Silver Oak Securities reported no remaining Fidelity US Multifactor ETF position as of Q1 2026 after selling out during the quarter.
  • Silver Oak Securities sold 5,461 Fidelity US Multifactor ETF shares in Q1 2026, an estimated $210K.
  • Silver Oak Securities first reported a position in Fidelity US Multifactor ETF in Q3 2025 and held it in 2 quarters.
  • Silver Oak Securities's Fidelity US Multifactor ETF position peaked at $214K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.