FFN
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Focus Financial Network’s GMO US Quality ETF QLTY Stock Holding History

Focus Financial Network’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
2025
Q1 		– Sell
-9,140
Closed -$292K – 703
2024
Q4 		$292K Buy
9,140
+1,440
+19% +$46.8K 0.01% 558
2024
Q3 		$252K Buy
+7,700
New +$242K 0.01% 592

Other funds holding QLTY

AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Focus Financial Network's QLTY Position: Q1 2025 in Review

Focus Financial Network sold out of GMO US Quality ETF (QLTY) in Q1 2025, closing a stake of 9,140 shares — an estimated $292K sold.

Focus Financial Network first reported a position in QLTY in Q3 2024 and held it in 2 quarters. The position peaked at $292K in Q4 2024. 108 funds tracked by Wall St. Rank hold QLTY as of Q1 2025.

  • Focus Financial Network reported no remaining GMO US Quality ETF position as of Q1 2025 after selling out during the quarter.
  • Focus Financial Network sold 9,140 GMO US Quality ETF shares in Q1 2025, an estimated $292K.
  • Focus Financial Network first reported a position in GMO US Quality ETF in Q3 2024 and held it in 2 quarters.
  • Focus Financial Network's GMO US Quality ETF position peaked at $292K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q1 2025.

Based on Focus Financial Network's 13F filing for Q1 2025, filed 15 Apr 2025.