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Legacy Solutions LLC’s GMO US Quality ETF QLTY Stock Holding History

Legacy Solutions LLC’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 		$1.17M Buy
27,444
+50
+0.2% +$2.12K 0.9% 25
2026
Q2 		$1.14M Buy
+27,394
New +$1.1M 0.92% 23

Other funds holding QLTY

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Legacy Solutions LLC's QLTY Position: Q3 2026 in Review

Legacy Solutions LLC increased its GMO US Quality ETF (QLTY) stake by 0.18% in Q3 2026, buying an estimated $2.12K and bringing the position to 27,444 shares worth $1.17M. The position accounts for 0.9% of the portfolio, ranked #25.

Legacy Solutions LLC first reported a position in QLTY in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold QLTY as of Q3 2026.

  • Legacy Solutions LLC held 27,444 shares of GMO US Quality ETF worth $1.17M as of Q3 2026.
  • Legacy Solutions LLC bought 50 GMO US Quality ETF shares in Q3 2026, an estimated $2.12K.
  • GMO US Quality ETF made up 0.9% of Legacy Solutions LLC's portfolio in Q3 2026, its #25 holding.
  • Legacy Solutions LLC first reported a position in GMO US Quality ETF in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.