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

Archvest 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
2024
Q4 		– Sell
-4,609
Closed -$150K – 69
2024
Q3 		$150K Buy
+4,609
New +$145K 0.1% 66

Other funds holding QLTY

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Archvest Wealth Advisors's QLTY Position: Q4 2024 in Review

Archvest Wealth Advisors sold out of GMO US Quality ETF (QLTY) in Q4 2024, closing a stake of 4,609 shares — an estimated $150K sold.

Archvest Wealth Advisors first reported a position in QLTY in Q3 2024 and held it in 1 quarter. The position peaked at $150K in Q3 2024. 100 funds tracked by Wall St. Rank hold QLTY as of Q4 2024.

  • Archvest Wealth Advisors reported no remaining GMO US Quality ETF position as of Q4 2024 after selling out during the quarter.
  • Archvest Wealth Advisors sold 4,609 GMO US Quality ETF shares in Q4 2024, an estimated $150K.
  • Archvest Wealth Advisors first reported a position in GMO US Quality ETF in Q3 2024 and held it in 1 quarter.
  • Archvest Wealth Advisors's GMO US Quality ETF position peaked at $150K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q4 2024.

Based on Archvest Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.