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Edge Financial Advisors’s GMO US Quality ETF QLTY Stock Holding History

Edge Financial 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
2024
Q2 		– Sell
-11,908
Closed -$354K – 125
2024
Q1 		$354K Buy
+11,908
New +$338K 0.31% 85

Other funds holding QLTY

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Edge Financial Advisors's QLTY Position: Q2 2024 in Review

Edge Financial Advisors sold out of GMO US Quality ETF (QLTY) in Q2 2024, closing a stake of 11,908 shares — an estimated $354K sold.

Edge Financial Advisors first reported a position in QLTY in Q1 2024 and held it in 1 quarter. The position peaked at $354K in Q1 2024. 70 funds tracked by Wall St. Rank hold QLTY as of Q2 2024.

  • Edge Financial Advisors reported no remaining GMO US Quality ETF position as of Q2 2024 after selling out during the quarter.
  • Edge Financial Advisors sold 11,908 GMO US Quality ETF shares in Q2 2024, an estimated $354K.
  • Edge Financial Advisors first reported a position in GMO US Quality ETF in Q1 2024 and held it in 1 quarter.
  • Edge Financial Advisors's GMO US Quality ETF position peaked at $354K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2024.

Based on Edge Financial Advisors's 13F filing for Q2 2024, filed 5 Feb 2026.