JFS Wealth Advisors’s GMO Domestic Resilience ETF DRES Stock Holding History

JFS Wealth Advisors’s Portfolio DRES Stock Details DRES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-800	Closed	-$20.5K	–	1962
2025 Q4	$20.5K	Buy	+800	New	+$20.3K	﹤0.01%	740

Other funds holding DRES

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

JFS Wealth Advisors's DRES Position: Q1 2026 in Review

JFS Wealth Advisors sold out of GMO Domestic Resilience ETF (DRES) in Q1 2026, closing a stake of 800 shares — an estimated $20.5K sold.

JFS Wealth Advisors first reported a position in DRES in Q4 2025 and held it in 1 quarter. The position peaked at $20.5K in Q4 2025. 2 funds tracked by Wall St. Rank hold DRES as of Q1 2026.

JFS Wealth Advisors reported no remaining GMO Domestic Resilience ETF position as of Q1 2026 after selling out during the quarter.
JFS Wealth Advisors sold 800 GMO Domestic Resilience ETF shares in Q1 2026, an estimated $20.5K.
JFS Wealth Advisors first reported a position in GMO Domestic Resilience ETF in Q4 2025 and held it in 1 quarter.
JFS Wealth Advisors's GMO Domestic Resilience ETF position peaked at $20.5K in Q4 2025.
2 funds tracked by Wall St. Rank held GMO Domestic Resilience ETF as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.