Creative Planning
QLTY icon

Creative Planning’s GMO US Quality ETF QLTY Stock Holding History

Creative Planning’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
Q2 		– Sell
-6,874
Closed -$215K – 3775
2025
Q1 		$215K Buy
+6,874
New +$224K ﹤0.01% 3005

Other funds holding QLTY

AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Creative Planning's QLTY Position: Q2 2025 in Review

Creative Planning sold out of GMO US Quality ETF (QLTY) in Q2 2025, closing a stake of 6,874 shares — an estimated $215K sold.

Creative Planning first reported a position in QLTY in Q1 2025 and held it in 1 quarter. The position peaked at $215K in Q1 2025. 111 funds tracked by Wall St. Rank hold QLTY as of Q2 2025.

  • Creative Planning reported no remaining GMO US Quality ETF position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 6,874 GMO US Quality ETF shares in Q2 2025, an estimated $215K.
  • Creative Planning first reported a position in GMO US Quality ETF in Q1 2025 and held it in 1 quarter.
  • Creative Planning's GMO US Quality ETF position peaked at $215K in Q1 2025.
  • 111 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.