Plante Moran Financial Advisors’s Fidelity Quality Factor ETF FQAL Stock Holding History

Plante Moran Financial Advisors’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	$33.3K	Hold	409	–	–	﹤0.01%	406
2026 Q1	$29.7K	Hold	409	–	–	﹤0.01%	383
2025 Q4	$30.9K	Hold	409	–	–	﹤0.01%	383
2025 Q3	$30.6K	Buy	409 +110	+37%	+$7.93K	﹤0.01%	407
2025 Q2	$20.8K	Buy	+299	New	+$19.5K	﹤0.01%	468
2023 Q1	–	Sell	-827	Closed	-$36.7K	–	828
2022 Q4	$36.7K	Buy	+827	New	+$36.9K	0.01%	354

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

Plante Moran Financial Advisors's FQAL Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Fidelity Quality Factor ETF (FQAL) position steady in Q2 2026 at 409 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Plante Moran Financial Advisors first reported a position in FQAL in Q4 2022 and has held it in 6 quarters since. The position peaked at $36.7K in Q4 2022. 159 funds tracked by Wall St. Rank hold FQAL as of Q2 2026.

Plante Moran Financial Advisors held 409 shares of Fidelity Quality Factor ETF worth $33.3K as of Q2 2026.
Plante Moran Financial Advisors left its Fidelity Quality Factor ETF share count unchanged in Q2 2026.
Fidelity Quality Factor ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #406 holding.
Plante Moran Financial Advisors first reported a position in Fidelity Quality Factor ETF in Q4 2022 and has held it in 6 quarters since.
Plante Moran Financial Advisors's Fidelity Quality Factor ETF position peaked at $36.7K in Q4 2022.
159 funds tracked by Wall St. Rank held Fidelity Quality Factor ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.