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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
Q2 		$223K Buy
2,741
+1,770
+182% +$140K 0.05% 207
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 $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
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Twin Peaks Wealth Advisors's FQAL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Fidelity Quality Factor ETF (FQAL) stake by 182% in Q2 2026, buying an estimated $140K and bringing the position to 2,741 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #207.

Twin Peaks Wealth Advisors first reported a position in FQAL in Q2 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • Twin Peaks Wealth Advisors held 2,741 shares of Fidelity Quality Factor ETF worth $223K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 1,770 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $140K.
  • Fidelity Quality Factor ETF made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Twin Peaks Wealth Advisors first reported a position in Fidelity Quality Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.