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Acumen Wealth Advisors’s GMO US Quality ETF QLTY Stock Holding History

Acumen Wealth Advisors’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
2026
Q2 		$4.38K Sell
105
-2,075
-95% -$83.2K ﹤0.01% 410
2026
Q1 		$79.1K Sell
2,180
-51,824
-96% -$1.99M 0.02% 135
2025
Q4 		$2.08M Buy
+54,004
New +$2.03M 0.6% 40

Other funds holding QLTY

AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TODC
Trustees of Dartmouth College Hanover, New Hampshire $335M AUM 18.36% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Acumen Wealth Advisors's QLTY Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its GMO US Quality ETF (QLTY) stake by 95% in Q2 2026, selling an estimated $83.2K and leaving 105 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Acumen Wealth Advisors first reported a position in QLTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q4 2025. 159 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

  • Acumen Wealth Advisors held 105 shares of GMO US Quality ETF worth $4.38K as of Q2 2026.
  • Acumen Wealth Advisors sold 2,075 GMO US Quality ETF shares in Q2 2026, an estimated $83.2K.
  • GMO US Quality ETF made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #410 holding.
  • Acumen Wealth Advisors first reported a position in GMO US Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's GMO US Quality ETF position peaked at $2.08M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.