Creative Planning’s Fidelity Quality Factor ETF FQAL Stock Holding History

Creative Planning’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	$470K	Buy	5,772 +399	+7%	+$31.5K	﹤0.01%	3238
2026 Q1	$390K	Buy	5,373 +1,318	+33%	+$99.8K	﹤0.01%	3221
2025 Q4	$307K	Buy	4,055 +909	+29%	+$68.2K	﹤0.01%	3225
2025 Q3	$235K	Sell	3,146 -126	-4%	-$9.08K	﹤0.01%	3342
2025 Q2	$228K	Buy	+3,272	New	+$214K	﹤0.01%	3124

Other funds holding FQAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

Creative Planning's FQAL Position: Q2 2026 in Review

Creative Planning increased its Fidelity Quality Factor ETF (FQAL) stake by 7.4% in Q2 2026, buying an estimated $31.5K and bringing the position to 5,772 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

Creative Planning 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.

Creative Planning held 5,772 shares of Fidelity Quality Factor ETF worth $470K as of Q2 2026.
Creative Planning bought 399 Fidelity Quality Factor ETF shares in Q2 2026, an estimated $31.5K.
Fidelity Quality Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3238 holding.
Creative Planning 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.