SWP
FQAL icon

Stratos Wealth Partners’s Fidelity Quality Factor ETF FQAL Stock Holding History

Stratos Wealth Partners’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
2025
Q1 		– Sell
-69,223
Closed -$4.53M – 1413
2024
Q4 		$4.53M Buy
+69,223
New +$4.6M 0.06% 297
2018
Q4 		– Sell
-320
Closed -$11K – 1420
2018
Q3 		$11K Buy
+320
New +$10.9K ﹤0.01% 2137
2018
Q2 		– Sell
-842
Closed -$27K – 1550
2018
Q1 		$27K Buy
+842
New +$27.4K ﹤0.01% 1883
2017
Q3 		– Sell
-7,750
Closed -$222K – 936
2017
Q2 		$222K Buy
+7,750
New +$219K 0.01% 740

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $967M AUM 25.11% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return