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Tanglewood Wealth Management’s GMO US Quality ETF QLTY Stock Holding History

Tanglewood Wealth 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
Q2 		– Sell
-815,764
Closed -$29.5M – 45
2026
Q1 		$29.5M Buy
+815,764
New +$31.3M 2.44% 13

Other funds holding QLTY

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Tanglewood Wealth Management's QLTY Position: Q2 2026 in Review

Tanglewood Wealth Management sold out of GMO US Quality ETF (QLTY) in Q2 2026, closing a stake of 815,764 shares — an estimated $29.5M sold.

Tanglewood Wealth Management first reported a position in QLTY in Q1 2026 and held it in 1 quarter. The position peaked at $29.5M in Q1 2026. 55 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

  • Tanglewood Wealth Management reported no remaining GMO US Quality ETF position as of Q2 2026 after selling out during the quarter.
  • Tanglewood Wealth Management sold 815,764 GMO US Quality ETF shares in Q2 2026, an estimated $29.5M.
  • Tanglewood Wealth Management first reported a position in GMO US Quality ETF in Q1 2026 and held it in 1 quarter.
  • Tanglewood Wealth Management's GMO US Quality ETF position peaked at $29.5M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.