MFG
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Merit Financial Group’s GMO US Quality ETF QLTY Stock Holding History

Merit Financial Group’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
Q2 		$352M Buy
8,449,244
+471,716
+6% +$18.9M 2.15% 4
2026
Q1 		$289M Buy
7,977,528
+482,948
+6% +$18.5M 2.14% 3
2025
Q4 		$288M Buy
7,494,580
+470,500
+7% +$17.7M 2.31% 2
2025
Q3 		$254M Buy
7,024,080
+200,508
+3% +$7M 2.34% 2
2025
Q2 		$234M Buy
6,823,572
+2,068,669
+44% +$65.6M 2.61% 2
2025
Q1 		$149M Buy
4,754,903
+1,052,948
+28% +$34.4M 2.23% 6
2024
Q4 		$118M Buy
+3,701,955
New +$120M 2.13% 9

Other funds holding QLTY

AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TODC
Trustees of Dartmouth College Hanover, New Hampshire $335M AUM 18.36% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Merit Financial Group's QLTY Position: Q2 2026 in Review

Merit Financial Group increased its GMO US Quality ETF (QLTY) stake by 5.9% in Q2 2026, buying an estimated $18.9M and bringing the position to 8,449,244 shares worth $352M. The position accounts for 2.15% of the portfolio, ranked #4.

Merit Financial Group first reported a position in QLTY in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

  • Merit Financial Group held 8,449,244 shares of GMO US Quality ETF worth $352M as of Q2 2026.
  • Merit Financial Group bought 471,716 GMO US Quality ETF shares in Q2 2026, an estimated $18.9M.
  • GMO US Quality ETF made up 2.15% of Merit Financial Group's portfolio in Q2 2026, its #4 holding.
  • Merit Financial Group first reported a position in GMO US Quality ETF in Q4 2024 and has held it in 7 quarters since.
  • 160 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.