HWM
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HB Wealth Management’s GMO US Quality ETF QLTY Stock Holding History

HB Wealth Management’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
Q2 		$271M Buy
6,701,176
+796,001
+13% +$31.9M 1.52% 11
2026
Q1 		$214M Buy
5,905,175
+5,404,269
+1,079% +$207M 1.38% 12
2025
Q4 		$19.3M Buy
500,906
+38,656
+8% +$1.45M 0.12% 91
2025
Q3 		$16.7M Buy
462,250
+28,115
+6% +$982K 0.11% 96
2025
Q2 		$14.9M Buy
434,135
+228,819
+111% +$7.26M 0.12% 98
2025
Q1 		$6.42M Sell
205,316
-89,275
-30% -$2.91M 0.05% 183
2024
Q4 		$9.43M Buy
294,591
+138,924
+89% +$4.52M 0.1% 98
2024
Q3 		$5.08M Buy
155,667
+72,659
+88% +$2.28M 0.05% 155
2024
Q2 		$2.57M Buy
+83,008
New +$2.47M 0.03% 230

Other funds holding QLTY

AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TODC
Trustees of Dartmouth College Hanover, New Hampshire $335M AUM 18.36% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

HB Wealth Management's QLTY Position: Q2 2026 in Review

HB Wealth Management increased its GMO US Quality ETF (QLTY) stake by 13% in Q2 2026, buying an estimated $31.9M and bringing the position to 6,701,176 shares worth $271M. The position accounts for 1.52% of the portfolio, ranked #11.

HB Wealth Management first reported a position in QLTY in Q2 2024 and has held it in 9 quarters since. 160 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

  • HB Wealth Management held 6,701,176 shares of GMO US Quality ETF worth $271M as of Q2 2026.
  • HB Wealth Management bought 796,001 GMO US Quality ETF shares in Q2 2026, an estimated $31.9M.
  • GMO US Quality ETF made up 1.52% of HB Wealth Management's portfolio in Q2 2026, its #11 holding.
  • HB Wealth Management first reported a position in GMO US Quality ETF in Q2 2024 and has held it in 9 quarters since.
  • 160 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.