Innova Wealth Partners
QLTY icon

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

Innova Wealth Partners’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
Q3 		$345K Hold
8,048
– – 0.13% 124
2026
Q2 		$335K Hold
8,048
– – 0.14% 131
2026
Q1 		$291K Hold
8,048
– – 0.14% 122
2025
Q4 		$310K Buy
+8,048
New +$303K 0.16% 100

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HB Wealth Management
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LPL Financial
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Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prodigy Asset Management
Prodigy Asset Management Omaha, Nebraska $335M AUM 5.94% 1-Year Est. Return

Innova Wealth Partners's QLTY Position: Q3 2026 in Review

Innova Wealth Partners held its GMO US Quality ETF (QLTY) position steady in Q3 2026 at 8,048 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #124.

Innova Wealth Partners first reported a position in QLTY in Q4 2025 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold QLTY as of Q3 2026.

  • Innova Wealth Partners held 8,048 shares of GMO US Quality ETF worth $345K as of Q3 2026.
  • Innova Wealth Partners left its GMO US Quality ETF share count unchanged in Q3 2026.
  • GMO US Quality ETF made up 0.13% of Innova Wealth Partners's portfolio in Q3 2026, its #124 holding.
  • Innova Wealth Partners first reported a position in GMO US Quality ETF in Q4 2025 and has held it in 4 quarters since.
  • 114 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q3 2026.

Based on Innova Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.