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Apella Capital’s GMO US Quality ETF QLTY Stock Holding History

Apella Capital’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 		$6.47M Sell
155,203
-15,902
-9% -$638K 0.09% 146
2026
Q1 		$6.8M Buy
+171,105
New +$6.56M 0.1% 140

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

Apella Capital's QLTY Position: Q2 2026 in Review

Apella Capital reduced its GMO US Quality ETF (QLTY) stake by 9.3% in Q2 2026, selling an estimated $638K and leaving 155,203 shares worth $6.47M. The position accounts for 0.09% of the portfolio, ranked #146.

Apella Capital first reported a position in QLTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.8M in Q1 2026. 160 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

  • Apella Capital held 155,203 shares of GMO US Quality ETF worth $6.47M as of Q2 2026.
  • Apella Capital sold 15,902 GMO US Quality ETF shares in Q2 2026, an estimated $638K.
  • GMO US Quality ETF made up 0.09% of Apella Capital's portfolio in Q2 2026, its #146 holding.
  • Apella Capital first reported a position in GMO US Quality ETF in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's GMO US Quality ETF position peaked at $6.8M in Q1 2026.
  • 160 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.