Atria Wealth Solutions
QLTY icon

Atria Wealth Solutions’s GMO US Quality ETF QLTY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-6,825
Closed -$213K – 1807
2025
Q1 		$213K Buy
+6,825
New +$223K ﹤0.01% 1680
2024
Q3 		– Sell
-10,119
Closed -$314K – 2028
2024
Q2 		$314K Buy
10,119
+93
+0.9% +$2.77K ﹤0.01% 1474
2024
Q1 		$298K Buy
+10,026
New +$284K ﹤0.01% 1561

Other funds holding QLTY

AIA Group
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
FFT Wealth Management
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Atria Wealth Solutions's QLTY Position: Q2 2025 in Review

Atria Wealth Solutions sold out of GMO US Quality ETF (QLTY) in Q2 2025, closing a stake of 6,825 shares — an estimated $213K sold.

Atria Wealth Solutions first reported a position in QLTY in Q1 2024 and held it in 3 quarters. The position peaked at $314K in Q2 2024. 111 funds tracked by Wall St. Rank hold QLTY as of Q2 2025.

  • Atria Wealth Solutions reported no remaining GMO US Quality ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,825 GMO US Quality ETF shares in Q2 2025, an estimated $213K.
  • Atria Wealth Solutions first reported a position in GMO US Quality ETF in Q1 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's GMO US Quality ETF position peaked at $314K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.