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Alvarez & Marsal Private Wealth Partners’s GMO US Quality ETF QLTY Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$71.2M Sell
1,707,844
-17,709
-1% -$710K 9.39% 4
2026
Q1 		$62.5M Buy
1,725,553
+774,133
+81% +$29.7M 8.78% 4
2025
Q4 		$36.6M Buy
+951,420
New +$35.8M 7.03% 5

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

Alvarez & Marsal Private Wealth Partners's QLTY Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its GMO US Quality ETF (QLTY) stake by 1% in Q2 2026, selling an estimated $710K and leaving 1,707,844 shares worth $71.2M. The position accounts for 9.39% of the portfolio, ranked #4.

Alvarez & Marsal Private Wealth Partners first reported a position in QLTY in Q4 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 1,707,844 shares of GMO US Quality ETF worth $71.2M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 17,709 GMO US Quality ETF shares in Q2 2026, an estimated $710K.
  • GMO US Quality ETF made up 9.39% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in GMO US Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.