AWM
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Accredited Wealth Management’s GMO US Quality ETF QLTY Stock Holding History

Accredited Wealth Management’s Portfolio QLTY Stock Details QLTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.59M Sell
3,898
-82,950
-96% -$2.9M 2.67% 9
2025
Q2 		$2.98M Sell
86,848
-4,487
-5% -$142K 2.41% 10
2025
Q1 		$2.86M Sell
91,335
-5,355
-6% -$175K 2.41% 11
2024
Q4 		$3.09M Buy
+96,690
New +$3.14M 2.7% 9

Other funds holding QLTY

AIA Group
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
FFT Wealth Management
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TODC
Trustees of Dartmouth College Hanover, New Hampshire $335M AUM 18.36% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Accredited Wealth Management's QLTY Position: Q3 2025 in Review

Accredited Wealth Management reduced its GMO US Quality ETF (QLTY) stake by 96% in Q3 2025, selling an estimated $2.9M and leaving 3,898 shares worth $3.59M. The position accounts for 2.67% of the portfolio, ranked #9.

Accredited Wealth Management first reported a position in QLTY in Q4 2024 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold QLTY as of Q3 2025.

  • Accredited Wealth Management held 3,898 shares of GMO US Quality ETF worth $3.59M as of Q3 2025.
  • Accredited Wealth Management sold 82,950 GMO US Quality ETF shares in Q3 2025, an estimated $2.9M.
  • GMO US Quality ETF made up 2.67% of Accredited Wealth Management's portfolio in Q3 2025, its #9 holding.
  • Accredited Wealth Management first reported a position in GMO US Quality ETF in Q4 2024 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.