Hurlow Wealth Management Group’s Fidelity Quality Factor ETF FQAL Stock Holding History

Hurlow Wealth Management Group’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 Q1	$253K	Hold	3,488	–	–	0.06%	110
2025 Q4	$264K	Hold	3,488	–	–	0.06%	108
2025 Q3	$261K	Hold	3,488	–	–	0.07%	100
2025 Q2	$243K	Hold	3,488	–	–	0.07%	116
2025 Q1	$224K	Hold	3,488	–	–	0.07%	117
2024 Q4	$228K	Hold	3,488	–	–	0.07%	111
2024 Q3	$226K	Hold	3,488	–	–	0.07%	111
2024 Q2	$214K	Buy	+3,488	New	+$205K	0.07%	114

Other funds holding FQAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RWML

RAFFA WEALTH MANAGEMENT, LLC 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hurlow Wealth Management Group's FQAL Position: Q1 2026 in Review

Hurlow Wealth Management Group held its Fidelity Quality Factor ETF (FQAL) position steady in Q1 2026 at 3,488 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #110.

Hurlow Wealth Management Group first reported a position in FQAL in Q2 2024 and has held it in 8 quarters since. The position peaked at $264K in Q4 2025. 150 funds tracked by Wall St. Rank hold FQAL as of Q1 2026.

Hurlow Wealth Management Group held 3,488 shares of Fidelity Quality Factor ETF worth $253K as of Q1 2026.
Hurlow Wealth Management Group left its Fidelity Quality Factor ETF share count unchanged in Q1 2026.
Fidelity Quality Factor ETF made up 0.06% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #110 holding.
Hurlow Wealth Management Group first reported a position in Fidelity Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
Hurlow Wealth Management Group's Fidelity Quality Factor ETF position peaked at $264K in Q4 2025.
150 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.