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FQAL icon

Spire Wealth Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

Spire Wealth Management’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 		$53.7K Hold
660
– – ﹤0.01% 1164
2026
Q1 		$47.9K Sell
660
-148
-18% -$11.2K ﹤0.01% 1180
2025
Q4 		$61.1K Hold
808
– – ﹤0.01% 1123
2025
Q3 		$60.4K Buy
808
+148
+22% +$10.7K ﹤0.01% 1169
2025
Q2 		$46K Sell
660
-1,780
-73% -$116K ﹤0.01% 1227
2025
Q1 		$157K Hold
2,440
– – 0.01% 882
2024
Q4 		$160K Buy
2,440
+12
+0.5% +$797 0.01% 882
2024
Q3 		$158K Sell
2,428
-280
-10% -$17.5K 0.01% 791
2024
Q2 		$166K Hold
2,708
– – 0.01% 757
2024
Q1 		$160K Hold
2,708
– – ﹤0.01% 836
2023
Q4 		$149K Sell
2,708
-20
-0.7% -$1.02K ﹤0.01% 859
2023
Q3 		$134K Hold
2,728
– – 0.01% 840
2023
Q2 		$138K Buy
2,728
+267
+11% +$12.9K 0.01% 855
2023
Q1 		$117K Sell
2,461
-77
-3% -$3.57K ﹤0.01% 916
2022
Q4 		$113K Buy
2,538
+1,800
+244% +$80.3K 0.01% 708
2022
Q3 		$31K Sell
738
-1,800
-71% -$83.3K ﹤0.01% 1134
2022
Q2 		$112K Buy
2,538
+35
+1% +$1.67K ﹤0.01% 991
2022
Q1 		$131K Buy
2,503
+703
+39% +$36.4K ﹤0.01% 1073
2021
Q4 		$101K Hold
1,800
– – ﹤0.01% 1398
2021
Q3 		$90K Hold
1,800
– – ﹤0.01% 1230
2021
Q2 		$89K Hold
1,800
– – ﹤0.01% 1222
2021
Q1 		$82K Buy
+1,800
New +$79.4K ﹤0.01% 1481

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

Spire Wealth Management's FQAL Position: Q2 2026 in Review

Spire Wealth Management held its Fidelity Quality Factor ETF (FQAL) position steady in Q2 2026 at 660 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Spire Wealth Management first reported a position in FQAL in Q1 2021 and has held it in 22 quarters since. The position peaked at $166K in Q2 2024. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • Spire Wealth Management held 660 shares of Fidelity Quality Factor ETF worth $53.7K as of Q2 2026.
  • Spire Wealth Management left its Fidelity Quality Factor ETF share count unchanged in Q2 2026.
  • Fidelity Quality Factor ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1164 holding.
  • Spire Wealth Management first reported a position in Fidelity Quality Factor ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Fidelity Quality Factor ETF position peaked at $166K in Q2 2024.
  • 159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.