SS
QLTY icon

Sunbelt Securities’s GMO US Quality ETF QLTY Stock Holding History

Sunbelt Securities’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 		$245K Buy
6,765
+250
+4% +$9.59K 0.02% 582
2025
Q4 		$251K Buy
6,515
+2
+0% +$75 0.02% 572
2025
Q3 		$236K Buy
+6,513
New +$227K 0.02% 597

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
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 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 $66.1B AUM 33.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Sunbelt Securities's QLTY Position: Q1 2026 in Review

Sunbelt Securities increased its GMO US Quality ETF (QLTY) stake by 3.8% in Q1 2026, buying an estimated $9.59K and bringing the position to 6,765 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #582.

Sunbelt Securities first reported a position in QLTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $251K in Q4 2025. 151 funds tracked by Wall St. Rank hold QLTY as of Q1 2026.

  • Sunbelt Securities held 6,765 shares of GMO US Quality ETF worth $245K as of Q1 2026.
  • Sunbelt Securities bought 250 GMO US Quality ETF shares in Q1 2026, an estimated $9.59K.
  • GMO US Quality ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #582 holding.
  • Sunbelt Securities first reported a position in GMO US Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's GMO US Quality ETF position peaked at $251K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.