Legacy Advisors
GQGU icon

Legacy Advisors’s GQG US Equity ETF GQGU Stock Holding History

Legacy Advisors’s Portfolio GQGU Stock Details GQGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$26.5M Buy
1,003,727
+45,224
+5% +$1.18M 2.53% 9
2026
Q2 		$24.3M Buy
958,503
+409
+0% +$10.7K 2.27% 9
2026
Q1 		$25.8M Buy
958,094
+122,640
+15% +$3.2M 3.04% 9
2025
Q4 		$20.7M Buy
835,454
+701,648
+524% +$17.4M 2.22% 9
2025
Q3 		$3.38M Buy
+133,806
New +$3.35M 0.42% 40

Other funds holding GQGU

Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.5B AUM 15.72% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Shah Wealth Advisors
Shah Wealth Advisors Chino Hills, California $503M AUM
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

Legacy Advisors's GQGU Position: Q3 2026 in Review

Legacy Advisors increased its GQG US Equity ETF (GQGU) stake by 4.7% in Q3 2026, buying an estimated $1.18M and bringing the position to 1,003,727 shares worth $26.5M. The position accounts for 2.53% of the portfolio, ranked #9.

Legacy Advisors first reported a position in GQGU in Q3 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold GQGU as of Q3 2026.

  • Legacy Advisors held 1,003,727 shares of GQG US Equity ETF worth $26.5M as of Q3 2026.
  • Legacy Advisors bought 45,224 GQG US Equity ETF shares in Q3 2026, an estimated $1.18M.
  • GQG US Equity ETF made up 2.53% of Legacy Advisors's portfolio in Q3 2026, its #9 holding.
  • Legacy Advisors first reported a position in GQG US Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held GQG US Equity ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.