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Peak Asset Management’s GMO US Quality ETF QLTY Stock Holding History

Peak Asset Management’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 		$1.83M Sell
50,451
-3,506
-6% -$134K 0.32% 60
2025
Q4 		$2.08M Buy
53,957
+37,903
+236% +$1.43M 0.35% 54
2025
Q3 		$581K Buy
+16,054
New +$561K 0.1% 89

Other funds holding QLTY

AG
AIA Group Hong Kong $6.88B AUM 20.97% 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 $15.5B AUM 18.35% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 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

Peak Asset Management's QLTY Position: Q1 2026 in Review

Peak Asset Management reduced its GMO US Quality ETF (QLTY) stake by 6.5% in Q1 2026, selling an estimated $134K and leaving 50,451 shares worth $1.83M. The position accounts for 0.32% of the portfolio, ranked #60.

Peak Asset Management first reported a position in QLTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q4 2025. 149 funds tracked by Wall St. Rank hold QLTY as of Q1 2026.

  • Peak Asset Management held 50,451 shares of GMO US Quality ETF worth $1.83M as of Q1 2026.
  • Peak Asset Management sold 3,506 GMO US Quality ETF shares in Q1 2026, an estimated $134K.
  • GMO US Quality ETF made up 0.32% of Peak Asset Management's portfolio in Q1 2026, its #60 holding.
  • Peak Asset Management first reported a position in GMO US Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • Peak Asset Management's GMO US Quality ETF position peaked at $2.08M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.