CWC Advisors’s GMO US Quality ETF QLTY Stock Holding History

CWC 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	$268K	Buy	+6,259	New	+$266K	0.12%	136

Other funds holding QLTY

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

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

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

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

CWC Advisors's QLTY Position: Q3 2026 in Review

CWC Advisors opened a new position in GMO US Quality ETF (QLTY) in Q3 2026: 6,259 shares worth $268K. The stake represents 0.12% of the portfolio and ranks #136 among its holdings.

23 funds tracked by Wall St. Rank hold QLTY as of Q3 2026.

CWC Advisors held 6,259 shares of GMO US Quality ETF worth $268K as of Q3 2026.
GMO US Quality ETF was a new CWC Advisors position in Q3 2026.
GMO US Quality ETF made up 0.12% of CWC Advisors's portfolio in Q3 2026, its #136 holding.
23 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.