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

Moneta Group 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
2026
Q1 		$15.2M Buy
420,927
+293,660
+231% +$11.3M 0.11% 92
2025
Q4 		$4.89M Buy
127,267
+82,984
+187% +$3.12M 0.04% 167
2025
Q3 		$1.6M Buy
+44,283
New +$1.55M 0.01% 284

Other funds holding QLTY

AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 $60.8B AUM 22.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Moneta Group Investment Advisors's QLTY Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its GMO US Quality ETF (QLTY) stake by 231% in Q1 2026, buying an estimated $11.3M and bringing the position to 420,927 shares worth $15.2M. The position accounts for 0.11% of the portfolio, ranked #92.

Moneta Group Investment Advisors first reported a position in QLTY in Q3 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold QLTY as of Q1 2026.

  • Moneta Group Investment Advisors held 420,927 shares of GMO US Quality ETF worth $15.2M as of Q1 2026.
  • Moneta Group Investment Advisors bought 293,660 GMO US Quality ETF shares in Q1 2026, an estimated $11.3M.
  • GMO US Quality ETF made up 0.11% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #92 holding.
  • Moneta Group Investment Advisors first reported a position in GMO US Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.