Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s GMO US Quality ETF QLTY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$7.96K Sell
220
-1,347
-86% -$51.7K ﹤0.01% 4865
2025
Q4 		$60K Buy
1,567
+12
+0.8% +$451 ﹤0.01% 3467
2025
Q3 		$56K Buy
+1,555
New +$54.3K ﹤0.01% 3442
2025
Q2 		– Sell
-3,457
Closed -$108K – 5267
2025
Q1 		$108K Buy
+3,457
New +$113K ﹤0.01% 2371

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
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QLTY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its GMO US Quality ETF (QLTY) stake by 86% in Q1 2026, selling an estimated $51.7K and leaving 220 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #4865.

Carson Wealth (CWM LLC) first reported a position in QLTY in Q1 2025 and has held it in 4 quarters since. The position peaked at $108K in Q1 2025. 150 funds tracked by Wall St. Rank hold QLTY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 220 shares of GMO US Quality ETF worth $7.96K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,347 GMO US Quality ETF shares in Q1 2026, an estimated $51.7K.
  • GMO US Quality ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4865 holding.
  • Carson Wealth (CWM LLC) first reported a position in GMO US Quality ETF in Q1 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s GMO US Quality ETF position peaked at $108K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.