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Argent Financial Group’s GMO US Quality ETF QLTY Stock Holding History

Argent Financial Group’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
Q3 		$756K Buy
+23,172
New +$729K 0.09% 171

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

Argent Financial Group's QLTY Position: Q3 2024 in Review

Argent Financial Group opened a new position in GMO US Quality ETF (QLTY) in Q3 2024: 23,172 shares worth $756K. The stake represents 0.09% of the portfolio and ranks #171 among its holdings.

78 funds tracked by Wall St. Rank hold QLTY as of Q3 2024.

  • Argent Financial Group held 23,172 shares of GMO US Quality ETF worth $756K as of Q3 2024.
  • GMO US Quality ETF was a new Argent Financial Group position in Q3 2024.
  • GMO US Quality ETF made up 0.09% of Argent Financial Group's portfolio in Q3 2024, its #171 holding.
  • 78 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.