CWM
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Chemistry Wealth Management’s GMO US Quality ETF QLTY Stock Holding History

Chemistry Wealth Management’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 		$500K Buy
12,018
+2,239
+23% +$89.8K 0.08% 132
2026
Q1 		$354K Sell
9,779
-243
-2% -$9.32K 0.06% 153
2025
Q4 		$385K Hold
10,022
– – 0.07% 138
2025
Q3 		$363K Hold
10,022
– – 0.07% 144
2025
Q2 		$343K Hold
10,022
– – 0.07% 134
2025
Q1 		$313K Buy
10,022
+181
+2% +$5.91K 0.07% 139
2024
Q4 		$315K Buy
+9,841
New +$320K 0.07% 136

Other funds holding QLTY

AG
AIA Group Hong Kong $7.95B AUM 28.94% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TODC
Trustees of Dartmouth College Hanover, New Hampshire $335M AUM 18.36% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Chemistry Wealth Management's QLTY Position: Q2 2026 in Review

Chemistry Wealth Management increased its GMO US Quality ETF (QLTY) stake by 23% in Q2 2026, buying an estimated $89.8K and bringing the position to 12,018 shares worth $500K. The position accounts for 0.08% of the portfolio, ranked #132.

Chemistry Wealth Management first reported a position in QLTY in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

  • Chemistry Wealth Management held 12,018 shares of GMO US Quality ETF worth $500K as of Q2 2026.
  • Chemistry Wealth Management bought 2,239 GMO US Quality ETF shares in Q2 2026, an estimated $89.8K.
  • GMO US Quality ETF made up 0.08% of Chemistry Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Chemistry Wealth Management first reported a position in GMO US Quality ETF in Q4 2024 and has held it in 7 quarters since.
  • 160 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.