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 Q3	$321K	Sell	7,494 -454	-6%	-$19.3K	0.06%	126
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

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Alpha Advisors Richmond, Virginia $137M AUM 14.61% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Benedict Financial Advisors's QLTY Position: Q3 2026 in Review

Benedict Financial Advisors reduced its GMO US Quality ETF (QLTY) stake by 5.7% in Q3 2026, selling an estimated $19.3K and leaving 7,494 shares worth $321K. 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 5 quarters since. The position peaked at $331K in Q2 2026. 36 funds tracked by Wall St. Rank hold QLTY as of Q3 2026.

Benedict Financial Advisors held 7,494 shares of GMO US Quality ETF worth $321K as of Q3 2026.
Benedict Financial Advisors sold 454 GMO US Quality ETF shares in Q3 2026, an estimated $19.3K.
GMO US Quality ETF made up 0.06% of Benedict Financial Advisors's portfolio in Q3 2026, its #126 holding.
Benedict Financial Advisors first reported a position in GMO US Quality ETF in Q3 2025 and has held it in 5 quarters since.
Benedict Financial Advisors's GMO US Quality ETF position peaked at $331K in Q2 2026.
36 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.