Superior Planning, LLC’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Superior Planning, LLC’s Portfolio QUAL Stock Details QUAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$698K	Buy	+12,564	New	+$695K	0.29%	79

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Superior Planning, LLC's QUAL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2026: 12,564 shares worth $698K. The stake represents 0.29% of the portfolio and ranks #79 among its holdings.

1,289 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Superior Planning, LLC held 12,564 shares of iShares MSCI USA Quality Factor ETF worth $698K as of Q3 2026.
iShares MSCI USA Quality Factor ETF was a new Superior Planning, LLC position in Q3 2026.
iShares MSCI USA Quality Factor ETF made up 0.29% of Superior Planning, LLC's portfolio in Q3 2026, its #79 holding.
1,289 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.