Stone House Investment Management’s Fidelity Quality Factor ETF FQAL Stock Holding History

Stone House Investment 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 Q1	$516K	Buy	7,111 +378	+6%	+$28.6K	0.09%	40
2025 Q4	$509K	Buy	6,733 +7	+0.1%	+$525	0.08%	43
2025 Q3	$503K	Hold	6,726	–	–	0.08%	47
2025 Q2	$468K	Buy	6,726 +5,544	+469%	+$362K	0.09%	46
2025 Q1	$75.8K	Buy	+1,182	New	+$78.5K	0.02%	115
2020 Q1	–	Sell	-27,167	Closed	-$1.02M	–	34
2019 Q4	$1.02M	Buy	+27,167	New	+$983K	0.75%	19

Other funds holding FQAL

Fidelity Investments

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

Envestnet Asset Management

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

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

JP Morgan Chase

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

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

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

Cetera Investment Advisers

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

Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return