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Madison Investment Advisors’s GMO US Quality ETF QLTY Stock Holding History

Madison Investment Advisors’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
2024
Q4 		$513K Buy
+16,058
New +$522K 0.01% 302

Other funds holding QLTY

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Madison Investment Advisors's QLTY Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in GMO US Quality ETF (QLTY) in Q4 2024: 16,058 shares worth $513K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings.

101 funds tracked by Wall St. Rank hold QLTY as of Q4 2024.

  • Madison Investment Advisors held 16,058 shares of GMO US Quality ETF worth $513K as of Q4 2024.
  • GMO US Quality ETF was a new Madison Investment Advisors position in Q4 2024.
  • GMO US Quality ETF made up 0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #302 holding.
  • 101 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.