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Twin Peaks Wealth Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

Twin Peaks Wealth Advisors’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 		$70.5K Buy
+971
New +$73.5K 0.02% 351
2025
Q3 		– Sell
-836
Closed -$60.5K – 877
2025
Q2 		$60.5K Buy
+836
New +$54.6K 0.02% 310

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Twin Peaks Wealth Advisors's FQAL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Fidelity Quality Factor ETF (FQAL) in Q1 2026: 971 shares worth $70.5K. The stake represents 0.02% of the portfolio and ranks #351 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FQAL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FQAL in Q2 2025 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 971 shares of Fidelity Quality Factor ETF worth $70.5K as of Q1 2026.
  • Fidelity Quality Factor ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Fidelity Quality Factor ETF made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #351 holding.
  • Twin Peaks Wealth Advisors first reported a position in Fidelity Quality Factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.