Legacy Capital Wealth Partners’s GMO US Value ETF GMOV Stock Holding History

Legacy Capital Wealth Partners’s Portfolio GMOV Stock Details GMOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.13M	Buy	105,231 +2,578	+3%	+$76.3K	0.6%	28
2026 Q1	$2.88M	Buy	102,653 +6,149	+6%	+$175K	0.59%	27
2025 Q4	$2.65M	Buy	96,504 +6,156	+7%	+$165K	0.57%	30
2025 Q3	$2.39M	Buy	90,348 +4,633	+5%	+$120K	0.52%	33
2025 Q2	$2.17M	Buy	85,715 +10,099	+13%	+$241K	0.49%	32
2025 Q1	$1.86M	Buy	75,616 +55,550	+277%	+$1.39M	0.46%	34
2024 Q4	$491K	Buy	+20,066	New	+$507K	0.12%	185

Other funds holding GMOV

Commerce Advisors Memphis, Tennessee $184M AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $217M AUM 47.35% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Legacy Capital Wealth Partners's GMOV Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its GMO US Value ETF (GMOV) stake by 2.5% in Q2 2026, buying an estimated $76.3K and bringing the position to 105,231 shares worth $3.13M. The position accounts for 0.6% of the portfolio, ranked #28.

Legacy Capital Wealth Partners first reported a position in GMOV in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold GMOV as of Q2 2026.

Legacy Capital Wealth Partners held 105,231 shares of GMO US Value ETF worth $3.13M as of Q2 2026.
Legacy Capital Wealth Partners bought 2,578 GMO US Value ETF shares in Q2 2026, an estimated $76.3K.
GMO US Value ETF made up 0.6% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #28 holding.
Legacy Capital Wealth Partners first reported a position in GMO US Value ETF in Q4 2024 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held GMO US Value ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.