Focus Partners Wealth
QLTY icon

Focus Partners Wealth’s GMO US Quality ETF QLTY Stock Holding History

Focus Partners Wealth’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 		$79.5M Buy
2,198,405
+311,656
+17% +$12M 0.09% 214
2025
Q4 		$72.6M Buy
1,886,749
+748,613
+66% +$28.2M 0.08% 215
2025
Q3 		$41.2M Buy
1,138,136
+135,405
+14% +$4.73M 0.07% 244
2025
Q2 		$34.4M Buy
1,002,731
+111,357
+12% +$3.53M 0.07% 245
2025
Q1 		$27.9M Buy
891,374
+131,082
+17% +$4.28M 0.07% 264
2024
Q4 		$24.3M Buy
+760,292
New +$24.7M 0.06% 281
2024
Q3 		– Sell
-351,873
Closed -$11.1M – 1686
2024
Q2 		$11.1M Buy
351,873
+157,910
+81% +$4.7M 0.04% 363
2024
Q1 		$5.57M Buy
+193,963
New +$5.5M 0.05% 303

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
AMPWP
Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida $712M AUM

Focus Partners Wealth's QLTY Position: Q1 2026 in Review

Focus Partners Wealth increased its GMO US Quality ETF (QLTY) stake by 17% in Q1 2026, buying an estimated $12M and bringing the position to 2,198,405 shares worth $79.5M. The position accounts for 0.09% of the portfolio, ranked #214.

Focus Partners Wealth first reported a position in QLTY in Q1 2024 and has held it in 8 quarters since. 149 funds tracked by Wall St. Rank hold QLTY as of Q1 2026.

  • Focus Partners Wealth held 2,198,405 shares of GMO US Quality ETF worth $79.5M as of Q1 2026.
  • Focus Partners Wealth bought 311,656 GMO US Quality ETF shares in Q1 2026, an estimated $12M.
  • GMO US Quality ETF made up 0.09% of Focus Partners Wealth's portfolio in Q1 2026, its #214 holding.
  • Focus Partners Wealth first reported a position in GMO US Quality ETF in Q1 2024 and has held it in 8 quarters since.
  • 149 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.