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Tempus Wealth Planning’s GMO US Quality ETF QLTY Stock Holding History

Tempus Wealth Planning’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 		$5.37M Sell
129,110
-3,146
-2% -$126K 1.05% 19
2026
Q1 		$4.79M Sell
132,256
-4,994
-4% -$192K 1.1% 21
2025
Q4 		$5.28M Buy
137,250
+7,000
+5% +$263K 1.21% 17
2025
Q3 		$4.71M Sell
130,250
-11,900
-8% -$415K 1.08% 20
2025
Q2 		$4.87M Sell
142,150
-3,750
-3% -$119K 1.21% 19
2025
Q1 		$4.56M Sell
145,900
-8,000
-5% -$261K 1.36% 15
2024
Q4 		$4.92M Buy
+153,900
New +$5M 1.5% 13

Other funds holding QLTY

AG
AIA Group Hong Kong $7.95B AUM 28.94% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TODC
Trustees of Dartmouth College Hanover, New Hampshire $335M AUM 18.36% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Tempus Wealth Planning's QLTY Position: Q2 2026 in Review

Tempus Wealth Planning reduced its GMO US Quality ETF (QLTY) stake by 2.4% in Q2 2026, selling an estimated $126K and leaving 129,110 shares worth $5.37M. The position accounts for 1.05% of the portfolio, ranked #19.

Tempus Wealth Planning first reported a position in QLTY in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

  • Tempus Wealth Planning held 129,110 shares of GMO US Quality ETF worth $5.37M as of Q2 2026.
  • Tempus Wealth Planning sold 3,146 GMO US Quality ETF shares in Q2 2026, an estimated $126K.
  • GMO US Quality ETF made up 1.05% of Tempus Wealth Planning's portfolio in Q2 2026, its #19 holding.
  • Tempus Wealth Planning first reported a position in GMO US Quality ETF in Q4 2024 and has held it in 7 quarters since.
  • 160 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.