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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

Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
FFT Wealth Management
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Kelman-Lazarov Inc
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 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. 72 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.
  • 72 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.