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

Nations 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
2025
Q2 		– Sell
-22,500
Closed -$703K – 693
2025
Q1 		$703K Sell
22,500
-1,000
-4% -$32.6K 0.05% 350
2024
Q4 		$751K Hold
23,500
– – 0.06% 344
2024
Q3 		$766K Buy
23,500
+7,300
+45% +$230K 0.06% 329
2024
Q2 		$503K Buy
16,200
+8,900
+122% +$265K 0.04% 402
2024
Q1 		$217K Buy
+7,300
New +$207K 0.02% 587

Other funds holding QLTY

AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Nations Financial Group's QLTY Position: Q2 2025 in Review

Nations Financial Group sold out of GMO US Quality ETF (QLTY) in Q2 2025, closing a stake of 22,500 shares — an estimated $703K sold.

Nations Financial Group first reported a position in QLTY in Q1 2024 and held it in 5 quarters. The position peaked at $766K in Q3 2024. 111 funds tracked by Wall St. Rank hold QLTY as of Q2 2025.

  • Nations Financial Group reported no remaining GMO US Quality ETF position as of Q2 2025 after selling out during the quarter.
  • Nations Financial Group sold 22,500 GMO US Quality ETF shares in Q2 2025, an estimated $703K.
  • Nations Financial Group first reported a position in GMO US Quality ETF in Q1 2024 and held it in 5 quarters.
  • Nations Financial Group's GMO US Quality ETF position peaked at $766K in Q3 2024.
  • 111 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2025.

Based on Nations Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.