Wealth Enhancement Advisory Services
FQAL icon

Wealth Enhancement Advisory Services’s Fidelity Quality Factor ETF FQAL Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.73M Buy
20,953
+4,824
+30% +$381K ﹤0.01% 1683
2026
Q1 		$1.18M Sell
16,129
-21,709
-57% -$1.64M ﹤0.01% 1690
2025
Q4 		$2.89M Buy
37,838
+1,345
+4% +$101K ﹤0.01% 1320
2025
Q3 		$2.73M Buy
36,493
+3,590
+11% +$259K ﹤0.01% 1269
2025
Q2 		$2.32M Sell
32,903
-836
-2% -$54.6K ﹤0.01% 1281
2025
Q1 		$2.16M Sell
33,739
-2,331
-6% -$155K ﹤0.01% 1204
2024
Q4 		$2.36M Buy
36,070
+2,913
+9% +$193K ﹤0.01% 1100
2024
Q3 		$2.15M Buy
33,157
+19,927
+151% +$1.24M ﹤0.01% 1011
2024
Q2 		$811K Buy
13,230
+1,917
+17% +$113K ﹤0.01% 1376
2024
Q1 		$667K Buy
11,313
+876
+8% +$49.2K ﹤0.01% 1428
2023
Q4 		$567K Buy
10,437
+684
+7% +$35K ﹤0.01% 1429
2023
Q3 		$481K Buy
+9,753
New +$497K ﹤0.01% 1445
2023
Q2 		– Sell
-10,917
Closed -$518K – 536
2023
Q1 		$518K Sell
10,917
-177
-2% -$8.2K 0.01% 385
2022
Q4 		$514K Sell
11,094
-1,191
-10% -$53.1K 0.01% 273
2022
Q3 		$517K Buy
12,285
+7,731
+170% +$358K 0.01% 275
2022
Q2 		$208K Buy
+4,554
New +$218K ﹤0.01% 320

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

Wealth Enhancement Advisory Services's FQAL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity Quality Factor ETF (FQAL) stake by 30% in Q2 2026, buying an estimated $381K and bringing the position to 20,953 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Wealth Enhancement Advisory Services first reported a position in FQAL in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.89M in Q4 2025. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,953 shares of Fidelity Quality Factor ETF worth $1.73M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,824 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $381K.
  • Fidelity Quality Factor ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1683 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fidelity Quality Factor ETF in Q2 2022 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Fidelity Quality Factor ETF position peaked at $2.89M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.