UCFA
FQAL icon

United Capital Financial Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

United Capital Financial 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 		$247K Sell
3,036
-69
-2% -$5.44K ﹤0.01% 1455
2026
Q1 		$225K Buy
3,105
+69
+2% +$5.22K ﹤0.01% 1504
2025
Q4 		$229K Hold
3,036
– – ﹤0.01% 1273
2025
Q3 		$227K Hold
3,036
– – ﹤0.01% 1111
2025
Q2 		$211K Buy
+3,036
New +$198K ﹤0.01% 1032

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

United Capital Financial Advisors's FQAL Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Fidelity Quality Factor ETF (FQAL) stake by 2.2% in Q2 2026, selling an estimated $5.44K and leaving 3,036 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

United Capital Financial Advisors first reported a position in FQAL in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • United Capital Financial Advisors held 3,036 shares of Fidelity Quality Factor ETF worth $247K as of Q2 2026.
  • United Capital Financial Advisors sold 69 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $5.44K.
  • Fidelity Quality Factor ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1455 holding.
  • United Capital Financial Advisors first reported a position in Fidelity Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.