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

Canvas 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
2025
Q1 		– Sell
-20,060
Closed -$642K – 199
2024
Q4 		$642K Sell
20,060
-7,776
-28% -$253K 0.16% 85
2024
Q3 		$909K Buy
27,836
+8,553
+44% +$269K 0.25% 61
2024
Q2 		$594K Buy
19,283
+6,054
+46% +$180K 0.18% 72
2024
Q1 		$379K Buy
+13,229
New +$375K 0.13% 91

Other funds holding QLTY

AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MFG
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAG
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

Canvas Wealth Advisors's QLTY Position: Q1 2025 in Review

Canvas Wealth Advisors sold out of GMO US Quality ETF (QLTY) in Q1 2025, closing a stake of 20,060 shares — an estimated $642K sold.

Canvas Wealth Advisors first reported a position in QLTY in Q1 2024 and held it in 4 quarters. The position peaked at $909K in Q3 2024. 109 funds tracked by Wall St. Rank hold QLTY as of Q1 2025.

  • Canvas Wealth Advisors reported no remaining GMO US Quality ETF position as of Q1 2025 after selling out during the quarter.
  • Canvas Wealth Advisors sold 20,060 GMO US Quality ETF shares in Q1 2025, an estimated $642K.
  • Canvas Wealth Advisors first reported a position in GMO US Quality ETF in Q1 2024 and held it in 4 quarters.
  • Canvas Wealth Advisors's GMO US Quality ETF position peaked at $909K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q1 2025.

Based on Canvas Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.