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

Triangle Securities 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	$5.4M	Buy	129,775 +7,890	+6%	+$316K	1.07%	24
2026 Q1	$4.41M	Buy	121,885 +4,155	+4%	+$159K	1%	28
2025 Q4	$4.53M	Buy	117,730 +54,741	+87%	+$2.06M	0.95%	30
2025 Q3	$2.28M	Buy	62,989 +6,318	+11%	+$221K	0.52%	59
2025 Q2	$1.94M	Buy	56,671 +12,198	+27%	+$387K	0.48%	61
2025 Q1	$1.39M	Buy	44,473 +7,676	+21%	+$250K	0.36%	73
2024 Q4	$1.18M	Buy	36,797 +2,874	+8%	+$93.4K	0.3%	87
2024 Q3	$1.11M	Buy	+33,923	New	+$1.07M	0.29%	89

Other funds holding QLTY

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

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

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Triangle Securities Wealth Management's QLTY Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its GMO US Quality ETF (QLTY) stake by 6.5% in Q2 2026, buying an estimated $316K and bringing the position to 129,775 shares worth $5.4M. The position accounts for 1.07% of the portfolio, ranked #24.

Triangle Securities Wealth Management first reported a position in QLTY in Q3 2024 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold QLTY as of Q2 2026.

Triangle Securities Wealth Management held 129,775 shares of GMO US Quality ETF worth $5.4M as of Q2 2026.
Triangle Securities Wealth Management bought 7,890 GMO US Quality ETF shares in Q2 2026, an estimated $316K.
GMO US Quality ETF made up 1.07% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #24 holding.
Triangle Securities Wealth Management first reported a position in GMO US Quality ETF in Q3 2024 and has held it in 8 quarters since.
160 funds tracked by Wall St. Rank held GMO US Quality ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.