IWC
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Integrated Wealth Concepts’s GMO US Quality ETF QLTY Stock Holding History

Integrated Wealth Concepts’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 		$13.9M Buy
+333,041
New +$13.4M 0.09% 216

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Integrated Wealth Concepts's QLTY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in GMO US Quality ETF (QLTY) in Q2 2026: 333,041 shares worth $13.9M. The stake represents 0.09% of the portfolio and ranks #216 among its holdings.

160 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

  • Integrated Wealth Concepts held 333,041 shares of GMO US Quality ETF worth $13.9M as of Q2 2026.
  • GMO US Quality ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • GMO US Quality ETF made up 0.09% of Integrated Wealth Concepts's portfolio in Q2 2026, its #216 holding.
  • 160 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.