BFA
QLTY icon

Benedict Financial Advisors’s GMO US Quality ETF QLTY Stock Holding History

Benedict Financial 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
2026
Q2 		$331K Sell
7,948
-303
-4% -$12.2K 0.06% 126
2026
Q1 		$299K Sell
8,251
-244
-3% -$9.36K 0.06% 123
2025
Q4 		$327K Buy
8,495
+2,120
+33% +$79.7K 0.07% 122
2025
Q3 		$231K Buy
+6,375
New +$223K 0.05% 127

Other funds holding QLTY

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Benedict Financial Advisors's QLTY Position: Q2 2026 in Review

Benedict Financial Advisors reduced its GMO US Quality ETF (QLTY) stake by 3.7% in Q2 2026, selling an estimated $12.2K and leaving 7,948 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #126.

Benedict Financial Advisors first reported a position in QLTY in Q3 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

  • Benedict Financial Advisors held 7,948 shares of GMO US Quality ETF worth $331K as of Q2 2026.
  • Benedict Financial Advisors sold 303 GMO US Quality ETF shares in Q2 2026, an estimated $12.2K.
  • GMO US Quality ETF made up 0.06% of Benedict Financial Advisors's portfolio in Q2 2026, its #126 holding.
  • Benedict Financial Advisors first reported a position in GMO US Quality ETF in Q3 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.