Financial Connections Group’s GMO US Quality ETF QLTY Stock Holding History

Financial Connections Group’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 Q1	$6.44M	Sell	178,032 -7,914	-4%	-$304K	2.24%	14
2025 Q4	$7.15M	Sell	185,946 -4,432	-2%	-$167K	2.46%	14
2025 Q3	$6.89M	Buy	190,378 +6,950	+4%	+$243K	2.69%	14
2025 Q2	$6.28M	Buy	183,428 +41,985	+30%	+$1.33M	2.59%	14
2025 Q1	$4.42M	Buy	141,443 +64,284	+83%	+$2.1M	1.98%	17
2024 Q4	$2.47M	Buy	77,159 +9,033	+13%	+$294K	1.19%	18
2024 Q3	$2.22M	Buy	68,126 +10,803	+19%	+$340K	1.09%	19
2024 Q2	$1.78M	Buy	57,323 +56,323	+5,632%	+$1.68M	0.92%	23
2024 Q1	$30K	Buy	+1,000	New	+$28.4K	0.03%	68

Other funds holding QLTY

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Financial Connections Group's QLTY Position: Q1 2026 in Review

Financial Connections Group reduced its GMO US Quality ETF (QLTY) stake by 4.3% in Q1 2026, selling an estimated $304K and leaving 178,032 shares worth $6.44M. The position accounts for 2.24% of the portfolio, ranked #14.

Financial Connections Group first reported a position in QLTY in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.15M in Q4 2025. 151 funds tracked by Wall St. Rank hold QLTY as of Q1 2026.

Financial Connections Group held 178,032 shares of GMO US Quality ETF worth $6.44M as of Q1 2026.
Financial Connections Group sold 7,914 GMO US Quality ETF shares in Q1 2026, an estimated $304K.
GMO US Quality ETF made up 2.24% of Financial Connections Group's portfolio in Q1 2026, its #14 holding.
Financial Connections Group first reported a position in GMO US Quality ETF in Q1 2024 and has held it in 9 quarters since.
Financial Connections Group's GMO US Quality ETF position peaked at $7.15M in Q4 2025.
151 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.