SteelPeak Wealth
FVAL icon

SteelPeak Wealth’s Fidelity Value Factor ETF FVAL Stock Holding History

SteelPeak Wealth’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-42,247
Closed -$3.29M – 737
2026
Q2 		$3.29M Buy
+42,247
New +$3.23M 0.09% 177

Other funds holding FVAL

High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Forbes Financial Planning
Forbes Financial Planning East Greenwich, Rhode Island $182M AUM 10.23% 1-Year Est. Return

SteelPeak Wealth's FVAL Position: Q3 2026 in Review

SteelPeak Wealth sold out of Fidelity Value Factor ETF (FVAL) in Q3 2026, closing a stake of 42,247 shares — an estimated $3.29M sold.

SteelPeak Wealth first reported a position in FVAL in Q2 2026 and held it in 1 quarter. The position peaked at $3.29M in Q2 2026. 38 funds tracked by Wall St. Rank hold FVAL as of Q3 2026.

  • SteelPeak Wealth reported no remaining Fidelity Value Factor ETF position as of Q3 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 42,247 Fidelity Value Factor ETF shares in Q3 2026, an estimated $3.29M.
  • SteelPeak Wealth first reported a position in Fidelity Value Factor ETF in Q2 2026 and held it in 1 quarter.
  • SteelPeak Wealth's Fidelity Value Factor ETF position peaked at $3.29M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.