PFS
GMOI

Prospera Financial Services’s GMO International Value ETF GMOI Stock Holding History

Prospera Financial Services’s Portfolio GMOI Stock Details GMOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$583K Buy
15,562
+982
+7% +$37K 0.01% 972
2026
Q1 		$528K Buy
14,580
+2,465
+20% +$88.6K 0.01% 965
2025
Q4 		$407K Hold
12,115
– – 0.01% 1012
2025
Q3 		$376K Buy
+12,115
New +$370K 0.01% 1064

Other funds holding GMOI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Prospera Financial Services's GMOI Position: Q2 2026 in Review

Prospera Financial Services increased its GMO International Value ETF (GMOI) stake by 6.7% in Q2 2026, buying an estimated $37K and bringing the position to 15,562 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #972.

Prospera Financial Services first reported a position in GMOI in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold GMOI as of Q2 2026.

  • Prospera Financial Services held 15,562 shares of GMO International Value ETF worth $583K as of Q2 2026.
  • Prospera Financial Services bought 982 GMO International Value ETF shares in Q2 2026, an estimated $37K.
  • GMO International Value ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #972 holding.
  • Prospera Financial Services first reported a position in GMO International Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held GMO International Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.