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Essex Financial Services’s GQG US Equity ETF GQGU Stock Holding History

Essex Financial Services’s Portfolio GQGU Stock Details GQGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.96M Buy
77,190
+3,614
+5% +$94.7K 0.1% 187
2026
Q1 		$1.98M Buy
73,576
+12,920
+21% +$337K 0.11% 176
2025
Q4 		$1.49M Buy
60,656
+46,892
+341% +$1.16M 0.08% 206
2025
Q3 		$348K Buy
+13,764
New +$345K 0.02% 531

Other funds holding GQGU

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essex Financial Services's GQGU Position: Q2 2026 in Review

Essex Financial Services increased its GQG US Equity ETF (GQGU) stake by 4.9% in Q2 2026, buying an estimated $94.7K and bringing the position to 77,190 shares worth $1.96M. The position accounts for 0.1% of the portfolio, ranked #187.

Essex Financial Services first reported a position in GQGU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.98M in Q1 2026. 42 funds tracked by Wall St. Rank hold GQGU as of Q2 2026.

  • Essex Financial Services held 77,190 shares of GQG US Equity ETF worth $1.96M as of Q2 2026.
  • Essex Financial Services bought 3,614 GQG US Equity ETF shares in Q2 2026, an estimated $94.7K.
  • GQG US Equity ETF made up 0.1% of Essex Financial Services's portfolio in Q2 2026, its #187 holding.
  • Essex Financial Services first reported a position in GQG US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Essex Financial Services's GQG US Equity ETF position peaked at $1.98M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held GQG US Equity ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.