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Williams & Novak’s Fidelity US Multifactor ETF FLRG Stock Holding History

Williams & Novak’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$424K Buy
10,341
+312
+3% +$12.5K 0.28% 79
2026
Q1 		$371K Buy
10,029
+730
+8% +$27.7K 0.28% 75
2025
Q4 		$353K Buy
9,299
+1,181
+15% +$44.9K 0.27% 80
2025
Q3 		$312K Buy
8,118
+1,887
+30% +$69.7K 0.24% 89
2025
Q2 		$224K Buy
+6,231
New +$210K 0.19% 96

Other funds holding FLRG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM

Williams & Novak's FLRG Position: Q2 2026 in Review

Williams & Novak increased its Fidelity US Multifactor ETF (FLRG) stake by 3.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 10,341 shares worth $424K. The position accounts for 0.28% of the portfolio, ranked #79.

Williams & Novak first reported a position in FLRG in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

  • Williams & Novak held 10,341 shares of Fidelity US Multifactor ETF worth $424K as of Q2 2026.
  • Williams & Novak bought 312 Fidelity US Multifactor ETF shares in Q2 2026, an estimated $12.5K.
  • Fidelity US Multifactor ETF made up 0.28% of Williams & Novak's portfolio in Q2 2026, its #79 holding.
  • Williams & Novak first reported a position in Fidelity US Multifactor ETF in Q2 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.